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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
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.
Saving on Subscription Service Costs
There are ways to improve your physical fitness without denting your fiscal fitness.
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Building Your Legacy
A four-step framework for building a personal legacy.
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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.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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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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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.