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.”
The market is as unpredictable as the weather. We’d love to help you prepare.
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When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Apps that help small business owners better manage and grow their business.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Five creative (and inexpensive) ideas for motivating your employees.
Four vacation destinations you might never have thought of.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
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.
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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.
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
There are a few things to consider when buying or leasing your next vehicle.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.