April 5, 2022

Have the struggles of the pandemic or recent global events recalibrated your charitable goals? It might be time to review your ROL Index to make sure you're getting the most from your money.

March 29, 2022

How to shift your mindset to spend more in retirement and get more ROL (return on life) while you do!

March 24, 2022

Three ways that you can leverage your financial plan to find balance and start enjoying your money.

March 2, 2022

As life goes on, your feelings about retirement are going to change in both negative and positive ways.

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.