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.”
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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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Debt Stress
There’s a link between debt and stress.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
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?
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
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How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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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.
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.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
Surprises
Making the most of surprises is a great reason to work with us.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.
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