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.”

 
 
 
Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Prevent a Rift: Money Tips for Newlyweds

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.

The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

 

Countdown to College

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

The Best Apps in Travel

Technology tips to make your next trip even better.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Healthy Body, Healthy Pocketbook

Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.

Top New Digital Tools for Small Businesses

Apps that help small business owners better manage and grow their business.

Four Great, Unexpected Places to Raise a Family

Here are 4 great, and sometimes unexpected, places to raise a family.

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Can I Refinance My Mortgage?

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

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.

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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

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

Should I Pay Off Debt or Invest?

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

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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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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.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

Forecast

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

Surprises

Making the most of surprises is a great reason to work with us.

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