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 YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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Many Americans are operating their personal finances with only the barest minimum of knowledge.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
The decision whether to buy or rent a home may have long-term implications.
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Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Bucket lists don’t have to be for tomorrow.
It’s never a bad time to speak with your financial professional about changes in your situation.
This short video helps explain why markets can be as unpredictable as the weather.