Your Future, Our Focus...Since 1994

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.”

 
 
 
Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

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

Mastering Mobile Lingo

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Surprises

Surprises

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

 

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

Raising Healthy Children

Healthy habits are one of the greatest gifts to give your child.

Should You Choose a Fixed or Variable?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Travel, Without the Baggage

Tips to avoid checking in luggage on your next vacation.

Mastering Mobile Lingo

Can you keep up with your children’s mobile slang?

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

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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.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

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.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Should I Pay Off Debt or Invest?

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

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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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Suddenly Single: 3 Steps to Take Now

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

Surprises

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

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

To Buy or Not to Buy

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

Choosing a Mortgage

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

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