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.”
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Help others achieve life-long financial balance with just a desire to be something different.
Donation is on people’s minds around tax season.
One way to find money is to examine your current spending habits and eliminate money wasters.
Couples may be able to head off many of the problems in a marriage that money can cause.
De-stress money management in your household with a systematic approach.
If you didn't show up tomorrow, would your employees be able to go it alone?
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
That big list of dreams and goals isn't the only way to look at your bucket list.
Making the most of surprises is a great reason to work with us.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.