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.”
Surprises
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
Passing Down Financial Values as a Part of Your Legacy
Share money lessons in retirement, update estate plans, and pass down a clear legacy mindset to kids and grandkids.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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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.
Surprises
Making the most of surprises is a great reason to work with us.
Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
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