2356 Gold Meadow Way, Suite 270
Gold River, CA 95670
 

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.”

 
 
 
Coaches

Coaches

Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

Please Leave Home Without It

Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The Richest Man in Babylon

The Richest Man in Babylon

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

 

Creative Ways to Motivate Your Employees

Five creative (and inexpensive) ideas for motivating your employees.

Changing Unhealthy Behaviors

Five phases to changing unhealthy behaviors.

Building Your Legacy

A four-step framework for building a personal legacy.

Personal Finance Tips for Military Families

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

A House Divided

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

How to Support Local Businesses During a Pandemic

Learn how to support your local businesses and your community during this trying time with this beautiful infographic.

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Can I Refinance My Mortgage?

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

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Comparing Mortgage Terms

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

Should I Pay Off Debt or Invest?

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

Should I Buy or Lease an Auto?

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

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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Managing Your Lifestyle

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

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An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Supporting Local Business In a Crisis

Want to ensure your favorite local spots are around after the pandemic? Learn how to support your community in this video.

Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Forecast

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

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