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
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
How Boomers and Millennials Differ
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
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
Ways to turn spending into savings
Try these simple steps to transform from being a spender to a saver
Why you need a financial QB asap
A financial quarterback is someone who understands your finances and your life
Alzheimer's Awareness
Things you can do to reduce the risk of dementia
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
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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.
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