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.”
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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This calculator will help determine whether you should invest funds or pay down debt.
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Estimate the total cost in today's dollars of various mortgage alternatives.
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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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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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It’s never a bad time to speak with your financial professional about changes in your situation.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.