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’s never a bad time to speak with your financial professional about changes in your situation.
Have A Question About This Topic?
A four-step framework for building a personal legacy.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Couples may be able to head off many of the problems in a marriage that money can cause.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Five phases to changing unhealthy behaviors.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 can help determine whether it makes sense to refinance your mortgage.
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.
Have you found yourself suddenly single? Here are 3 steps to take right now.
The market is as unpredictable as the weather. We'd love to help you prepare.
Making the most of surprises is a great reason to work with us.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.