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

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

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Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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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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It May Be Time for a Financial Checkup

It’s never a bad time to speak with your financial professional about changes in your situation.

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

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

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Surprises

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

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