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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Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Military families face unique challenges, making personal finance even more critical.
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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.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Using smart management to get more of what you want and free up assets to invest.
Making the most of surprises is a great reason to work with us.
The decision whether to buy or rent a home may have long-term implications.
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It’s never a bad time to speak with your financial professional about changes in your situation.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.