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.”

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It May Be Time for a Financial Checkup

It May Be Time for a Financial Checkup

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A Cheat Sheet for Sending Your Kid to College

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Estimate the total cost in today's dollars of various mortgage alternatives.

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This calculator will help determine whether you should invest funds or pay down debt.

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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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Using smart management to get more of what you want and free up assets to invest.

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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.

Suddenly Single: 3 Steps to Take Now

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