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.”

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The Independence of Financial and Emotional Well-Being

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

Five Ways to Help Make Your Money Last Longer

Five Ways to Help Make Your Money Last Longer

Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.

Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Financial Fixes: The Most Expensive Cheap Vacation

Many travel-loving millennials run up high credit card debt. Here are some ways to avoid travel credit trap.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Business Boosters: Can Your Business Survive Without You?

If you didn't show up tomorrow, would your employees be able to go it alone?

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

How Financial Decision-Making is Like Camping

It takes a plan to be successful when you head into the wilderness. Your finances are no different.

5 Original Ways to Show Your Love

One of the best ways to love the people you care about is through properly protecting yourself, and them.

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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.

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 Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

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To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Surprises

Making the most of surprises is a great reason to work with us.

The Independence of Financial and Emotional Well-Being

Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?

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.

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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