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.”
Coaches
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Have You Planned Your Succession Yet?
If you’re like most financial professionals, you’ve probably thought about succession planning, but have you built a plan?
Building a Practice That Evolves
Financial guidance is evolving, presenting new opportunities for growth and innovation. Unlock new opportunities!
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
6 Smart Money Habits for Building Long-Term Wealth
Discover practical habits to help you save more, spend wisely, and build lasting wealth for the future.
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Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
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.
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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