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 market is as unpredictable as the weather. We’d love to help you prepare.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Making the most of surprises is a great reason to work with us.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Help others achieve life-long financial balance with just a desire to be something different.
Financial Independence, Retire Early (FIRE), also known as radical savings, encourages aggressive saving to retire by age 40.
Here are some tips on how to have a holly, jolly and less stressful gift-giving season.
Let’s suppose you’re reading this on your phone. You’re wearing clothes that you bought online, and you’re on your way to...
This calculator will help determine whether you should invest funds or pay down debt.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
That big list of dreams and goals isn't the only way to look at your bucket list.
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The decision whether to buy or rent a home may have long-term implications.