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.
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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.
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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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
Bucket lists don’t have to be for tomorrow.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
Surprises
Making the most of surprises is a great reason to work with us.
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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