Achieving your life’s aims – the real focus for financial planning
Once you have identified your desired lifestyle, the next step is to establish how you will fund it, which brings us to financial planning.
Many people think that financial planning is all about pensions, investment funds and life insurance. That is probably because that is what the financial services industry has led them to believe, so they can sell them more products.
Retirement Lessons from Shaquille O’Neal
Retirement is a significant milestone that prompts introspection about life’s priorities. Shaquille O’Neal, the NBA legend, recently shared some profound retirement advice with Jason Kelce, center for the Philadelphia Eagles, on his podcast, 'The Big Podcast with Shaq.'1 His candid reflections offer valuable insights for anyone approaching this life transition.
Develop a Family Mission Statement
Work through these four steps with your family to create a mission statement that will inspire and endure.
Could Extending Your Vacation Expand Your ROL?
Here are four reasons you should consider adding an extra week or two to your next vacation now that you’re retired.
Preparing to Send Kids to College or University
Between the student debt crisis, and post-pandemic changes to the workplace, it's never been more important for students to make the most of their college experience.
Develop a Family Bucket List
Summer flies by fast, but if you're a parent, you probably feel like your kids are growing up even faster. Let’s make a family bucket list!
4 Things to Consider Before Committing Financial Support to Your Adult Children
Financial literacy just isn’t taught in schools. This knowledge gap could be a big reason your young adult is struggling.
5 Steps to Address Concern About an Aging Parent
As your parents begin to settle into their final phase of life, their health, residence, and finances could become a factor in your retirement planning.
Utilize Your Career Talents on a Corporate or Nonprofit Board
Here are three questions to ask yourself if you think that serving on a board might improve your Return on Life in retirement.
What Story Do You Want Others to Tell About Your Life?
Your legacy is bigger than what you bequeath in your last will and testament. Your legacy is defined by the actions you take and the choices you make every single day.
Should I Transfer My Business to a Family Member?
Effective succession planning is usually a multiyear process that requires careful analysis, clear goal setting, and close coordination between a company's internal teams and external service providers.