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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.”

 
 
Surprises

Surprises

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

A House Divided

A House Divided

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

To Buy or Not to Buy

To Buy or Not to Buy

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

 

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Good Health is Good Business

Good employee health can be great for the company’s bottom line.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

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Should I Pay Off Debt or Invest?

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

Comparing Mortgage Terms

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

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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The Richest Man in Babylon

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

Surprises

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

Acres of Diamonds

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

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