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.”
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.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don't let it be more painful than it has to be.
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?
Surprises
Making the most of surprises is a great reason to work with us.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
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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.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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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.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.