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.”
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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Being healthy not only makes you feel good, it may also help you financially.
There are ways to improve your physical fitness without denting your fiscal fitness.
Worried about identity theft? You should be. Identity thieves can max out your credit cards, open new accounts in your name, and even purchase cars and homes on the basis of your credit history. But you can take active measure to protect your financial life and well-being from thieves. Here’s how.
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
While we can’t predict the future, WealthLink – your personal financial website – allows us to run what-if scenarios to determine how your decisions today might affect your tomorrow. Let me show you how it works.
Good employee health can be great for the company’s bottom line.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
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 market is as unpredictable as the weather. We’d love to help you prepare.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.