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.”
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.
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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.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Financial Planning for Divorce
Tap into one of the most important members of your "divorce team".
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
5 Steps Toward Successful Business Exit Planning
An effective succession plan takes years to prepare and implement. Start planning your exit today with these five key steps.
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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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.
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.
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.
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.
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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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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