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.”
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
5 ways caregivers can prioritize their well-being
If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost
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.
5 ways caregivers can prioritize their well-being
If you’re a caregiver, try these self-care tips to give yourself a mental and physical boost
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
3 tips for working moms to help ease the juggle
For women, achieving a healthy work-life balance isn’t a luxury — it’s a necessity for overall well-being
The connection between gratitude and money
Gratitude may play a part in the relationship between mental and financial wellness
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Why you need a financial QB asap
A financial quarterback is someone who understands your finances and your life
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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.
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.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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