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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A Cheat Sheet for Sending Your Kid to College
Dropping off your child is loaded with emotions; here are a few tips for a smoother experience.
To Consolidate or Not To Consolidate Your Student Debt
Consolidating or refinancing student loans can save time, hassle and even money. But is it the smartest decision for you?
The Financial Literacy Crisis
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Is it Time to Make a Change?
When do you know? And when do you know you’re ready?
Parental Loans and Paying for College
Advice for parents before they agree to take on college debt for their children.
"Am I Ready to Move Out of My Parents' House?"
Here are five steps you can take to pursue your own independence.
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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.
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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Coaches
Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.
Forecast
This short video helps explain why markets can be as unpredictable as the weather.
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.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
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.
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