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.”
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Healthy Body, Healthy Pocketbook
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
A Cheat Sheet for Sending Your Kid to College
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
7 Easy Ways to Improve Your Finances This Week
Improving your financial life doesn’t have to be tedious and time-consuming. These easy actions can lead to improvements in a
Financial Hacks for Millennials: 5 Ways to Manage Finances
De-stress money management in your household with a systematic approach.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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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.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Surprises
Making the most of surprises is a great reason to work with us.