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.”

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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Suddenly Single: 3 Steps to Take Now

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

Debt Stress

There’s a link between debt and stress.

The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

Do Your Kids Know The Value of a Silver Spoon?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

Data Breach: Your Security To-Do List

This article provides a checklist of steps to take if you experience a data breach.

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.

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Mastering Mobile Lingo

Do you understand these common mobile slang terms?

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How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

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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.

To Buy or Not to Buy

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

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.

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Surprises

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

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Articles

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.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Avoiding Cognitive Decline

Try these activities to keep your brain sharp.

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.

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Calculators

How Much Home Can I Afford?

Estimate how much home may fit within your budget based on income and expenses.

View all calculators
Videos

Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

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

Consider These 3 Things Before Driving Off the Lot

Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.

To Buy or Not to Buy

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

Forecast

This short video helps explain why markets can be as unpredictable as the weather.

View all videos