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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To Buy or Not to Buy

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Building Your Legacy

Building Your Legacy

A four-step framework for building a personal legacy.

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.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

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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Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

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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.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

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.

Coaches

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

Forecast

The market is as unpredictable as the weather. We'd love to help you prepare.

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.

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