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.”
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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Good employee health can be great for the company’s bottom line.
Five phases to changing unhealthy behaviors.
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
The latest trends in travel reflect a rich menu of exciting new possibilities.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Bucket lists don’t have to be for tomorrow.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.