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 advisor about changes in your situation.
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Business Boosters: Can Your Business Survive Without You?
If you didn't show up tomorrow, would your employees be able to go it alone?
Business Boosters: Tips for Building a Team
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
7 Easy Ways to Improve Your Finances This Week
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Infographic: Playing the Odds With Your Future?
Plan for the things you can protect against, like a loss of income due to illness or injury.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Surprises
Making the most of surprises is a great reason to work with us.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.