Retirement Lessons from Shaquille O’Neal
April 3, 2024
Retirement is a significant milestone that prompts introspection about life’s priorities. Shaquille O’Neal, the NBA legend, recently shared some profound retirement advice with Jason Kelce, center for the Philadelphia Eagles, on his podcast, 'The Big Podcast with Shaq.'1 His candid reflections offer valuable insights for anyone approaching this life transition.
How much is enough to support your lifestyle? If you don’t know, you don’t have a financial plan.
March 7, 2024
Do you know how much is enough to support your lifestyle, without the fear of running out of money?
This is one of the most important questions financial planning will help answer.
We see many people working longer than they need to because they do not know how much is enough.
Develop a Family Mission Statement
April 31, 20222
Work through these four steps with your family to create a mission statement that will inspire and endure.
Could Extending Your Vacation Expand Your ROL?
August 24, 2022
Here are four reasons you should consider adding an extra week or two to your next vacation now that you’re retired.
Preparing to Send Kids to College or University
August 16, 2022
Between the student debt crisis, and post-pandemic changes to the workplace, it's never been more important for students to make the most of their college experience.
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.