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.”
Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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Technology tips to make your next trip even better.
Learn how to support your local businesses and your community during this trying time with this beautiful infographic.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Five creative (and inexpensive) ideas for motivating your employees.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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 estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Using smart management to get more of what you want and free up assets to invest.
There are a few things to consider when buying or leasing your next vehicle.
The market is as unpredictable as the weather. We’d love to help you prepare.
The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial professional about changes in your situation.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.