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.”
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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Surprises
Making the most of surprises is a great reason to work with us.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
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.
Legacy Planning in Retirement: Passing Down Financial Values
Use stories, gifting, and simple money habits to help your family inherit confidence, not just wealth, in retirement
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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