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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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.

How Boomers and Millennials Differ

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Acres of Diamonds

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Prevent a Rift: Money Tips for Newlyweds

Couples may be able to head off many of the problems in a marriage that money can cause.

Personal Finance Tips for Military Families

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

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.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

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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.

Should I Pay Off Debt or Invest?

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

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.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Coaches

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

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