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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You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
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Estimate the total cost in today's dollars of various mortgage alternatives.
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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
Bucket lists don’t have to be for tomorrow.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
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The decision whether to buy or rent a home may have long-term implications.
It’s never a bad time to speak with your financial professional about changes in your situation.
In life it often happens that the answers to our most pressing questions are right in our own backyards.