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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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here are 4 great, and sometimes unexpected, places to raise a family.
Apps that help small business owners better manage and grow their business.
Try these activities to keep your brain sharp.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
One way to find money is to examine your current spending habits and eliminate money wasters.
This calculator can help determine whether it makes sense to refinance your mortgage.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
The decision whether to buy or rent a home may have long-term implications.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
That big list of dreams and goals isn't the only way to look at your bucket list.