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
Making the most of surprises is a great reason to work with us.
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Financial Aid for Students 101
Help your college-bound child explore scholarships, grants, and more with this article on paying for higher education.
A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Raising Healthy Children
Healthy habits are one of the greatest gifts to give your child.
Cyber Self-Defense: Protecting Yourself Online
We’re all spending more time online nowadays - but so are cyber criminals. Learn to protect yourself from some common scams.
Giving Love - and Money - to the Grandkids
Paying for a grandchild’s education is a valuable investment in their future. Learn how you can both get the most out of it.
Money Draining Food Myths
These food myths will really put a drain on your wallet.
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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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
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Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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