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.”
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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.
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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Building Your Legacy
A four-step framework for building a personal legacy.
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.