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.”
It’s never a bad time to speak with your financial advisor about changes in your situation.
Five phases to changing unhealthy behaviors.
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
It takes a plan to be successful when you head into the wilderness. Your finances are no different.
People develop their relationship with money from a young age. Yet it is never too late to change a bad financial habit.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
That big list of dreams and goals isn't the only way to look at your bucket list.
The decision whether to buy or rent a home may have long-term implications.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Making the most of surprises is a great reason to work with us.