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.”
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.
Have A Question About This Topic?
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Debt Stress
There’s a link between debt and stress.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
View all articles
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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 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.
View all calculators
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
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.
View all videos
-
Articles
-
Calculators
-
Videos