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.”

 
 
Coaches

Coaches

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

As of Today, You’re Different.

As of Today, You’re Different.

Help others achieve life-long financial balance with just a desire to be something different.

Forecast

Forecast

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

 

Financial Hacks for Millennials: 5 Ways to Manage Finances

De-stress money management in your household with a systematic approach.

Saving on Fitness Center Membership Costs

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

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

How Growing a Business is Like Raising a Child

Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

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Should I Pay Off Debt or Invest?

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

Comparing Mortgage Terms

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

Bi-Weekly Payments

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

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.

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.

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To Buy or Not to Buy

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

Forecast

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

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial advisor about changes in your situation.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

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