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.”
The decision whether to buy or rent a home may have long-term implications.
Have A Question About This Topic?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Business Development Consultant Kathy Cobb discusses her unique financial journey in this edition of Women Talking Wealth.
A four-step framework for building a personal legacy.
Try these activities to keep your brain sharp.
Healthy habits are one of the greatest gifts to give your child.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
This calculator will help determine whether you should invest funds or pay down debt.
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.
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.
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.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial professional about changes in your situation.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.