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.”
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
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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?
Business Boosters: Can Your Business Survive Without You?
If you didn't show up tomorrow, would your employees be able to go it alone?
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Building Your Legacy
A four-step framework for building a personal legacy.
5 Original Ways to Show Your Love
One of the best ways to love the people you care about is through properly protecting yourself, and them.
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.
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.
Gift Yourself a Debt-Free Holiday
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
3 Ways Charitable Giving Can Benefit Your Business
More and more companies are choosing to donate to charities through volunteering their time, resources, or both.
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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.
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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
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.
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