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.”
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
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?
This calculator compares the financial impact of leasing versus buying an automobile.
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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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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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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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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.
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The market is as unpredictable as the weather. We’d love to help you prepare.
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Making the most of surprises is a great reason to work with us.
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Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
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