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.”
Have A Question About This Topic?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Four vacation destinations you might never have thought of.
Five creative (and inexpensive) ideas for motivating your employees.
A four-step framework for building a personal legacy.
Try these activities to keep your brain sharp.
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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial professional about changes in your situation.