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.”
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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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.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
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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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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.
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.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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