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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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Couples may be able to head off many of the problems in a marriage that money can cause.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
A four-step framework for building a personal legacy.
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This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the total cost in today's dollars of various mortgage alternatives.
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 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.
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.
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.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Making the most of surprises is a great reason to work with us.