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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Debt Stress
There’s a link between debt and stress.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Surprises
Making the most of surprises is a great reason to work with us.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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