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.”

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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Data Breach: Your Security To-Do List

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

To Buy or Not to Buy

To Buy or Not to Buy

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

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Saving on Subscription Service Costs

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

Retiring Wild: National Parks and You

Get ready to enjoy America’s national park system with this helpful article.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

To Catch a Thief

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

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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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.

Comparing Mortgage Terms

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

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.

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.

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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Coaches

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

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

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.

Suddenly Single: 3 Steps to Take Now

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

Forecast

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

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