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 decision whether to buy or rent a home may have long-term implications.
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There’s a link between debt and stress.
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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
A four-step framework for building a personal legacy.
Couples may be able to head off many of the problems in a marriage that money can cause.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
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 will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
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The market is as unpredictable as the weather. We’d love to help you prepare.
There are a few things to consider when buying or leasing your next vehicle.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Making the most of surprises is a great reason to work with us.