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.”
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Debt Stress
There’s a link between debt and stress.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
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.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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.
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