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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Have A Question About This Topic?
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Debt Stress
There’s a link between debt and stress.
A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
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.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime
Four vacation destinations you might never have thought of.
View all articles
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Surprises
Making the most of surprises is a great reason to work with us.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.