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.
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Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Infographic: The ABCs of Financial Literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
How Growing a Business is Like Raising a Child
Careful and considered planning can help you nurture your business through its lifecycle into an independent enterprise.
Apps That Help Achieve Goals
If you find it hard to attain personal life goals, there’s an app for that!
6 Tips From Tech Start-ups for Your Non-tech Business
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...
Infographic: Personal Finances Are Like A Game of Golf
What do golf and personal finances have in common? A lot of things, but the key is confidence.
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Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
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.
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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Forecast
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.
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.
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.