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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Have you found yourself suddenly single? Here are 3 steps to take right now.

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A collection of tips from professional travelers.

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator will help determine whether you should invest funds or pay down debt.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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.

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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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Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

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It’s never a bad time to speak with your financial professional about changes in your situation.

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

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Suddenly Single: 3 Steps to Take Now

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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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