April 22, 2024

Many people invest their money to get the best returns possible and the financial services industry encourages this (it helps them sell more products). But within a financial plan it is essential that your investments are designed to support your lifestyle.

April 4, 2024

Once you have identified your desired lifestyle, the next step is to establish how you will fund it, which brings us to financial planning.

Many people think that financial planning is all about pensions, investment funds and life insurance. That is probably because that is what the financial services industry has led them to believe, so they can sell them more products.

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.

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.  

April 31, 20222

Work through these four steps with your family to create a mission statement that will inspire and endure.

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.

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.

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!

July 27, 2022

Financial literacy just isn’t taught in schools. This knowledge gap could be a big reason your young adult is struggling.

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.

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.

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.