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.”
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
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A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
Give to Charity Without Reducing Your Legacy
Let’s say you are a closely held business owner who sold your business at the height of the market. As a result of your good fortune, you...
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
How Helping Charities Helps You
Donation is on people’s minds around tax season.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
What Does That Mean? IDK
Financial acronyms you should know.
7 Ways to Show Your Appreciation for Mom this May
For the unsung heroes who raised us, protected us, encouraged us and cleaned up after us, now is the chance to express our gratitude.
Four Great, Unexpected Places to Raise a Family
Here are 4 great, and sometimes unexpected, places to raise a family.
Financial Fixes: The Hidden Costs of Home Ownership
Six out of 10 millennials regret buying a home because they weren’t prepared for the hidden costs.
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To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
A New Way to Look at Your Bucket List
Bucket lists don’t have to be for tomorrow.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
View all videos
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