A large part of being a parent is making our children’s lives easier which often comes in the form of committing financial support to those adult children. But, before writing a check or sending a Venmo payment, ask yourself these four key questions.
Read MoreEvery summer seems to fly by a little faster than the one before. Now that we're past the unofficial midpoint, you may be itching to put one more trip on the books before your kids head back to school and the end-of-the-year grind kicks off at work.
Read MoreThe lifetime of experience you've accumulated in your career doesn't become any less valuable once you've retired. Many seniors turn to part-time jobs, volunteer positions, tutoring, and mentorship to stay sharp, stay active, connect, and give back in retirement.
Read MoreEffective succession planning is usually a multiyear process that requires careful analysis and clear goal setting. That's doubly true if passing your company on to a family member is an option that you're considering.
Read MoreCombining recent developments in medicine with comprehensive Life-Centered Financial Planning can give retiring doctors some options for continuing their life's work.
Read MoreImproving Return on Life isn't something that happens in an undefined future. Here are three ways that you can leverage your financial plan to find your balance and start enjoying your money more.
Read MoreFor many folks who spend their entire careers following a financial plan, saving and investing isn't just a commitment, it's a mindset. And it can be very challenging for these seniors to switch from a "saving" to a "spending" mindset once they do retire.
Read MoreHollywood dramatics aside, the executor of the will makes sure the wishes of the deceased are carried out and acts in the best interests of the estate.
Read MoreImproving Return on Life isn't something that happens in an undefined future; it’s an ongoing process that allows you to balance in-the-moment enjoyment with your family's long-term security.
Read MoreThe wealth of nearly two-thirds of all small business owners is tied up in their business. But, without knowing the value of your business, how will you know when you can stop working and retire?
Read MoreEntrepreneurs in the new millennium are changing the tides of traditional businesses. But the one thing that seems to deter some budding entrepreneurs is taking stock of the numbers that matter. Because numbers are the building blocks of a successful business.
Read MoreIf you're feeling less enthusiastic about your New Year's resolutions than you did a month ago, you're not alone. One of these three Return on Life strategies might help you get back on track.
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