June 22, 2022

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.

June 7, 2022

Answering these two questions could help you find that purpose and keep getting the best life possible with the money you have in retirement.

May 31, 2022

Seniors who are willing to accept the responsibilities of owning a dog or cat will find that pets can add a lot of Return on Life to retirement.

May 26, 2022

Here are five ways that you and your spouse can make sure you agree on your household spending, avoid surprises, and maximize your Return on Life.

May 18, 2022

Outsourcing more personal tasks might buy you some more precious time and improve your ROL

April 12, 2022

Start focusing your own school search by answering these three important questions with your high schooler.

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.