Develop a Family Bucket List
August 10, 2022
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
July 27, 2022
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
July 22, 2022
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
July 12, 2022
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?
June 29, 2022
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?
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.
Retire on Purpose to Get the Best ROL (Return on Life)
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.
Will a Pet Increase Your Return on Life (ROL)?
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.
Do You and Your Spouse Have Congruent Spending Habits?
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.
Outsource to Improve ROL
May 18, 2022
Outsourcing more personal tasks might buy you some more precious time and improve your ROL
Choosing the Best Post-Secondary Education
April 12, 2022
Start focusing your own school search by answering these three important questions with your high schooler.
Write a Charitable Bucket List
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.