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.”
Surprises
Making the most of surprises is a great reason to work with us.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Keeping Good Records is Good Business
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.