Insights on how to get a greater return on life

There's a whole lot of life happening in between your long-term financial milestones. Here are three reasons why you should consider adding some short-term financial goals to your 2024 financial planning.

Before you turn the page on 2023, devote one last blank page in your calendar or journal to answer some questions that might help you achieve more and experience more Return on Life in 2024.

Long after many of this year's presents have been donated or recycled, a gift that teaches the value of money could be seeding college tuition, an entrepreneurial endeavor, or a retirement nest egg.

Starting a gratitude journal can give you a new perspective on life, improve your outlook as you prepare for a new year, and cultivate a gratitude mindset.

Taking a Life-Centered approach to your legacy can use your intangible assets as a guide for transferring wealth, giving your heirs important lessons on Return on Life.

As your career goals begin to recede during the transition to retirement, you may find yourself setting new goals that will help you live your best life longer.

To maximize your Return on Life in your 70s, 80s, and beyond, start making purposeful investments in these three areas.