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.”

 
 

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

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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.

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.

Can I Refinance My 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 market is as unpredictable as the weather. We’d love to help you prepare.

The Richest Man in Babylon

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

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

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

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

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