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
Making the most of surprises is a great reason to work with us.
Have A Question About This Topic?
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
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.
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
Tying the Knot
With the right planning, you can build confidence in the life you’re building together.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Business Boosters: Tips for Building a Team
Here are a few tips on how to recruit, hire and onboard employees who fit your culture and share your passion to succeed.
View all articles
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.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Coaches
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Suddenly Single: 3 Steps to Take Now
Have you found yourself suddenly single? Here are 3 steps to take right now.