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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Debt Stress
There’s a link between debt and stress.
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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
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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.
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.
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.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
Surprises
Making the most of surprises is a great reason to work with us.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.