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.”

The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Should I Buy or Lease an Auto?
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
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.
How Much Home Can I Afford?
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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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Making the most of surprises is a great reason to work with us.
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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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The market is as unpredictable as the weather. We’d love to help you prepare.
It May Be Time for a Financial Checkup
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Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.