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.”
Have A Question About This Topic?
A four-step framework for building a personal legacy.
Military families face unique challenges, making personal finance even more critical.
Try these activities to keep your brain sharp.
The YOLO Economy is a focus on experiences over material possessions, prompting Boomers to consider a similar mindset.
This article provides a checklist of steps to take if you experience a data breach.
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator compares the financial impact of leasing versus buying an automobile.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
This short video helps explain why markets can be as unpredictable as the weather.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
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.