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.”
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Financial Fixes: The Most Expensive Cheap Vacation
Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Infographic: Playing the Odds With Your Future?
Plan for the things you can protect against, like a loss of income due to illness or injury.
7 Easy Ways to Improve Your Finances This Week
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Infographic: Personal Finances Are Like A Game of Golf
What do golf and personal finances have in common? A lot of things, but the key is confidence.
Bank on Your Good Health
Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
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.
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.