Lifestyle
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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Debt Stress
There’s a link between debt and stress.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Surprises
Making the most of surprises is a great reason to work with us.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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