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 Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
Grief and Finances: Communication to Financial Preparedness
The unpredictability of life can sometimes leave us feeling overwhelmed with grief. For some, that may be a monetary change brought about by the loss of a job or significant financial setback. While others may...
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Gift Giving: Spend Less, Enjoy More
Stressed about the cost of holiday gift giving? You’re not alone.
Infographic: Family Caregivers – Unseen labor in America
For many employees, work is not limited to the workday and expands to include the role of caring for loved ones at home before, after, and often during their jobs...
Infographic: Top Tip for Tipping
Do you really have to tip 25% on a $5 coffee? What about your ride-share driver? Learn from the experts.
Creative Ways to Motivate Your Employees
Five creative (and inexpensive) ideas for motivating your employees.
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Infographic: The ABCs of Financial Literacy
So you think you know what it means to be financially literate? See if your knowledge stands up against this infographic.
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A New Way to Look at Your Bucket List
That big list of dreams and goals isn't the only way to look at your bucket list.
The Independence of Financial and Emotional Well-Being
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
Video: The Independence of Financial and Emotional
Greater financial and emotional confidence brings greater independence. Isn’t that what it’s all about?
View all videos
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