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.”
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By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Market volatility has been making news lately as fears of a coronavirus pandemic have spread.
Good employee health can be great for the company’s bottom line.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Worried about identity theft? You should be. Identity thieves can max out your credit cards, open new accounts in your name, and even purchase cars and homes on the basis of your credit history. But you can take active measure to protect your financial life and well-being from thieves. Here’s how.
Five creative (and inexpensive) ideas for motivating your employees.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
That big list of dreams and goals isn't the only way to look at your bucket list.
The market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
It’s never a bad time to speak with your financial professional about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.