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.”
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
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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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Estimate the total cost in today's dollars of various mortgage alternatives.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
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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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Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.
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In life it often happens that the answers to our most pressing questions are right in our own backyards.
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