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.”
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Surprises
Making the most of surprises is a great reason to work with us.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
Forecast
The market is as unpredictable as the weather. We'd love to help you prepare.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
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