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.”
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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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Five Ways to Help Make Your Money Last Longer
Americans are living longer. But will your money keep pace? Discover retirement planning strategies to keep you covered.
Infographic: Personal Finances Are Like A Game of Golf
What do golf and personal finances have in common? A lot of things, but the key is confidence.
Countdown to College
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
Crowdfunding—Capital for the 21st Century
Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.
Smart Wedding Registry Ideas
The start of marriage should be all love–not debt.
Business Boosters: How to Exit Your Business Successfully
Every business owner needs a plan to exit their business in a way that helps prepare them and the business.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
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.
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.
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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Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor 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.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?