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?
Try these activities to keep your brain sharp.
Five creative (and inexpensive) ideas for motivating your employees.
A four-step framework for building a personal legacy.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Four vacation destinations you might never have thought of.
Couples may be able to head off many of the problems in a marriage that money can cause.
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
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.
Using smart management to get more of what you want and free up assets to invest.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
There are a few things to consider when buying or leasing your next vehicle.
Bucket lists don’t have to be for tomorrow.
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.