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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An Arm and a Leg

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.

Keeping Good Records is Good Business

Keeping Good Records is Good Business

Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.

Surprises

Surprises

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

Stop Wasting Money

One way to find money is to examine your current spending habits and eliminate money wasters.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

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Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

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

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.

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.

Can I Refinance My Mortgage?

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

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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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Coaches

Coaches have helped you your whole life, in ways big and small. We'd like to be one of them.

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.

Surprises

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

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Forecast

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

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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