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.”
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When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
It’s never a bad time to speak with your financial professional about changes in your situation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
There are a few things to consider when buying or leasing your next vehicle.
Making the most of surprises is a great reason to work with us.