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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Military families face unique challenges, making personal finance even more critical.
Help others achieve life-long financial balance with just a desire to be something different.
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
A four-step framework for building a personal legacy.
Plan for the things you can protect against, like a loss of income due to illness or injury.
This calculator can help determine whether it makes sense to refinance your mortgage.
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 will help determine whether you should invest funds or pay down debt.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Making the most of surprises is a great reason to work with us.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
The decision whether to buy or rent a home may have long-term implications.
That big list of dreams and goals isn't the only way to look at your bucket list.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?