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.”
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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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.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Surprises
Making the most of surprises is a great reason to work with us.
Debt Stress
There’s a link between debt and stress.
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
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Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
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.
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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