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.”
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
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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.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
7 Ways to Show Your Appreciation for Mom this May
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
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.
Gift Yourself a Debt-Free Holiday
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
How Helping Charities Helps You
Donation is on people’s minds around tax season.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
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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.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
Surprises
Making the most of surprises is a great reason to work with us.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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