Insights on how to get a greater return on life

Establishing an entrepreneur's trust in your estate plan is one way to create lasting Return on Life for your family and your community.

Independence is an important value to all Americans and central to how we feel about and use our money. When we feel financially free, we can make a wider variety of choices, pursue our passions, and find our ideal version of work-life balance.

While time does fly during the summer months, there's still plenty of year left for you to reflect on your progress towards your annual goals and get more Return on Life in the second half of the year.

According to a report published by Bloomberg, only 1.6% of job seekers relocated to take a new job in Q1 2023, an all-time low. More folks than ever value the freedom to work when, how, and where they want.

If you don't start planning soon, you’ll be wondering where your summer went. Here's a quick and easy four-step process to help you fill up your family's bucket list and get more Return on Life this summer.

By putting a pause on your current retirement schedule, you can expand your ideas about what retirement can be and explore new ways to improve your Return on Life.

New beginnings can apply to your relationship to your money. To experience a greater Return on Life, consider one of these three ways that you can do more with your money and receive more back in return.

Whether you keep a daily gratitude journal or reflect on all you have over your morning coffee, gratitude can have tangible physical and emotional benefits.

Much like a solid financial plan, schools that have consistently built their programs for the long run tend to get the best results. Here are three traits of successful teams that can make your financial program a consistent winner.