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.”
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
An Arm and a Leg
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.
Building Your Legacy
A four-step framework for building a personal legacy.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
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?
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
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.
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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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
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.
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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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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
An Arm and a Leg
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.
Supporting Local Business In a Crisis
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Surprises
Making the most of surprises is a great reason to work with us.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.