Dreaming Up an Active Retirement
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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.”
Social Security: By the Numbers
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Retirement Seen Through Your Eyes
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Article
Data Breach: Your Security To-Do List
This article provides a checklist of steps to take if you experience a data breach.
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
Prevent a Rift: Money Tips for Newlyweds
Couples may be able to head off many of the problems in a marriage that money can cause.
The Three Keys to a Great Password
Learn about the dangersHave fun and learn how to craft the perfect password with the help of this highly engaging infographic. of internet fraud with this highly educational and fun “pulp” comic.
Pickleball in Retirement
Learn about the latest sport to sweep the nation with this informative article.
Stop Wasting Money
One way to find money is to examine your current spending habits and eliminate money wasters.
Calculator
Should I Buy or Lease an Auto?
Compare the true costs of buying versus leasing a vehicle to find the better fit for you.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
How Much Home Can I Afford?
Estimate how much home may fit within your budget based on income and expenses.
Rent vs Buy Calculator
Compare the long-term financial outcomes of renting versus buying a home.
Videos
Consider These 3 Things Before Driving Off the Lot
Here are 3 quick tips to keep in mind when buying or leasing your next vehicle.
Surprises
Making the most of surprises is a great reason to work with us.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
What to Do When You Lose Your Wallet
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
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.