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.”
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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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.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Teaching Kids About Money Early: Financial Habits That Stick
Everyday conversations and simple habits can help kids build lasting financial skills from an early age.
Early Lessons for Raising Financially Confident Kids
Simple, everyday strategies to help kids develop healthy money habits and financial confidence over time.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
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?
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
How to Talk with Family About Retirement and Financial Plans
Learn how to talk with family about retirement and finances in ways that build clarity, alignment, and understanding.
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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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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 Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Surprises
Making the most of surprises is a great reason to work with us.
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