February 8, 2022

Here are five aspects of your financial plan that we recommend focusing on as we wait for this storm to pass … and prepare to weather the next one.

January 25, 2022

Thinking of selling your business? In the video, Tim will discuss some practical tips for selling your 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.

December 23, 2021

As we prepare for our Christmas celebrations, we often reflect on past Christmases and remember gifts we have given or received.

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.

December 7, 2021

Here are four ideas for a productive sabbatical that are adaptable to most working situations.

November 17, 2021

Here are three ways you can start planning to build that same sense of purpose into your own financial plan.

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.

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.

October 27, 2021

It is more important than ever to ensure that you are transparent with your intentions concerning beneficiary designations.

October 13, 2021

Before you break ground on that new swimming pool or extra bedroom, ask yourself these three questions.

October 7, 2021

Don’t wait until after the honeymoon to have these four important financial discussions.