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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This article provides a checklist of steps to take if you experience a data breach.
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Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
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This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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The decision whether to buy or rent a home may have long-term implications.
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This short video helps explain why markets can be as unpredictable as the weather.
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.
Making the most of surprises is a great reason to work with us.