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.”

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Consider These 3 Things Before Driving Off the Lot

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

How to make charitable giving a lifelong pursuit

How to make charitable giving a lifelong pursuit

Giving is good for the recipient – and the giver.

Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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.

How to budget for a vacation in 5 easy steps

Are you eager to travel but want to avoid the risk of debt? Here are 5 steps to help creating a vacation budget.

5 Finance gifts for Mother’s Day

Five great gift ideas to give your mom a financial boost.

How Boomers and Millennials Differ

The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.

Alzheimer's Awareness

Things you can do to reduce the risk of dementia

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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A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

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