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.”
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Choosing a Mortgage
Selecting a mortgage isn’t an easy process. Get a better understanding of how professionals make the right decisions.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Articles
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.View all articles
Calculators
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.Comparing Mortgage Terms
Estimate the total cost in today’s dollars of various mortgage alternatives.Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.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.Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.View all articles
Presentations
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.View all articles
Videos