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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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Forecast
This short video helps explain why markets can be as unpredictable as the weather.
A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Putting a Price Tag On Your Health
Being healthy not only makes you feel good, it may also help you financially.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
A Path to Serenity and Smart Money Choices
An article about meditation, mindfulness, and financial well-being.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
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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.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
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