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Miami, FL 33186
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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.”

 
 
Suddenly Single: 3 Steps to Take Now

Suddenly Single: 3 Steps to Take Now

Have you found yourself suddenly single? Here are 3 steps to take right now.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Choosing a Mortgage

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

 

How Helping Charities Helps You

Donation is on people’s minds around tax season.

Good Health is Good Business

Good employee health can be great for the company’s bottom line.

Saving on Fitness Center Membership Costs

There are ways to improve your physical fitness without denting your fiscal fitness.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

A House Divided

By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.

Money Draining Food Myths

These food myths will really put a drain on your wallet.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Comparing Mortgage Terms

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.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Should I Pay Off Debt or Invest?

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

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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The Richest Man in Babylon

In good times and bad, consistently saving a percentage of your income is a sound financial practice.

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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

Have you found yourself suddenly single? Here are 3 steps to take right now.

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Surprises

Making the most of surprises is a great reason to work with us.

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