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.”
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.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
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.
5 Things That Seasoned Travelers Are Doing (That You're Not)
A collection of tips from professional travelers.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
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Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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.
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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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Consider These 3 Things Before Driving Off the Lot
There are a few things to consider when buying or leasing your next vehicle.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial professional about changes in your situation.