Creating a life map involves a close review of personal finances and an assessment of other building blocks. Lifestyle matters look at how to balance work and leisure, how to make smart choices for the future, and many other items in an effort to help an individual “enjoy the journey.”
There are a few things to consider when buying or leasing your next vehicle.
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Being healthy not only makes you feel good, it may also help you financially.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Couples may be able to head off many of the problems in a marriage that money can cause.
A four-step framework for building a personal legacy.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
The market is as unpredictable as the weather. We’d love to help you prepare.
It’s never a bad time to speak with your financial professional about changes in your situation.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.