Thinking About Starting a Business?
January 20, 2022
In this video, Tim shares four steps that will help you refine your vision and prepare for a successful business launch.
Giftmas Versus Christmas
December 23, 2021
As we prepare for our Christmas celebrations, we often reflect on past Christmases and remember gifts we have given or received.
Gifts to Increase ROL
December 15, 2021
Here are three gift ideas that could boost your family’s Return on Life and create new traditions that will spread joy for years to come.
Could a Sabbatical Increase Your ROL?
December 7, 2021
Here are four ideas for a productive sabbatical that are adaptable to most working situations.
Put Purpose in Your Financial Planning
November 17, 2021
Here are three ways you can start planning to build that same sense of purpose into your own financial plan.
It May Be Time to Reconsider What Retirement Means to You
November 7, 2021
This hope of doing what we really want to do is why the concept of traditional retirement is appealing to so many of us.
Three Ways to Avoid the Downside of Retirement
October 29, 2021
Focus on what’s ahead of you, not on what’s behind. Keep your eyes off the rearview mirror of life and focus on the road ahead.
Beneficiary Designations and the Importance of Transparency
October 27, 2021
It is more important than ever to ensure that you are transparent with your intentions concerning beneficiary designations.
Could a Home Remodel Increase Your Return on Life (ROL)?
October 13, 2021
Before you break ground on that new swimming pool or extra bedroom, ask yourself these three questions.
When Getting Married Meets Your Financial Plan
October 7, 2021
Don’t wait until after the honeymoon to have these four important financial discussions.
The Settlement Process – What Your Beneficiary Can Expect
September 29, 2021
What happens when that time does come and your beneficiary needs to claim the proceeds of your life insurance policy?
Should You Relocate After Becoming an Empty Nester?
September 22, 2021
Empty nesters should discuss these three questions with their spouses to decide if downsizing could be the right move.