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.”
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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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.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Surprises
Making the most of surprises is a great reason to work with us.
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.