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.”
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Mastering Mobile Lingo
Do you understand these common mobile slang terms?
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Debt Stress
There’s a link between debt and stress.
The Three Keys to a Great Password
Have fun and learn how to craft the perfect password with the help of this highly engaging infographic.
Building Your Legacy
A four-step framework for building a personal legacy.
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.
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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.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Interested in a Fuel Efficient Car?
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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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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What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
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.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.