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.”
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.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
What Does That Mean? IDK
Financial acronyms you should know.
Financial Fixes: The Hidden Costs of Home Ownership
Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Bank on Your Good Health
Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
7 Easy Ways to Improve Your Finances This Week
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
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Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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.
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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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.
Surprises
Making the most of surprises is a great reason to work with us.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.