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.”

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The Richest Man in Babylon

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Aware of Employment Rights for Workers with Disabilities?

Aware of Employment Rights for Workers with Disabilities?

Approximately 20% of U.S. adults have a disability, according to the CDC.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

Infographic: Top Tip for Tipping

Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.

Mentorship for Entrepreneurs: An Invaluable Resource

Entrepreneurship can be a rewarding but solitary pursuit.

How Financial Decision-Making is Like Camping

It takes a plan to be successful when you head into the wilderness. Your finances are no different.

Pickleball in Retirement

Learn about the latest sport to sweep the nation with this informative article.

Business Boosters: Tips for Building a Team

Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.

Bank on Your Good Health

Chronic illness could interrupt your ability to earn a living. Tips on how to lower your risk and protect your lifestyle.

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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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

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.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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

That big list of dreams and goals isn't the only way to look at your bucket list.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

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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