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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Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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This calculator compares the financial impact of leasing versus buying an automobile.
This calculator can help determine whether it makes sense to refinance your mortgage.
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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.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
The decision whether to buy or rent a home may have long-term implications.