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.”

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It May Be Time for a Financial Checkup

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.

Saving on Subscription Service Costs

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Financial Aid for Students 101

Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

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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.

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.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

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.

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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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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.

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