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.”

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It May Be Time for a Financial Checkup

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.

How to Support Local Businesses During a Pandemic

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Saving on Subscription Service Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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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.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

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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