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 decision whether to buy or rent a home may have long-term implications.
Have A Question About This Topic?
Try these activities to keep your brain sharp.
WealthLink – your personal financial website – acts as a window into your financial world. It uses sophisticated technology to offer consolidated and up-to-date information on your net worth, accounts, investments, spending, goals and more. It also has a secure document repository called the Vault, where you can upload your important financial documents and access them virtually anytime, anywhere. Call me to learn more or to set up your site today
Maintaining good records for your business not only helps to meet your tax and legal obligations, but it can save you money.
Technology tips to make your next trip even better.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
I am proud to provide advice to medical professionals, like you, dedicated to providing care to others. Your hard work may leave less time to care for your financial health, which is where I come in. Contact me today for your financial checkup.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Using smart management to get more of what you want and free up assets to invest.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
It’s never a bad time to speak with your financial professional about changes in your situation.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Making the most of surprises is a great reason to work with us.
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.