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.”
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Retiring Wild: National Parks and You
Get ready to enjoy America’s national park system with this helpful article.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
How Much Home Can I Afford?
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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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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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Surprises
Making the most of surprises is a great reason to work with us.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.