Financial Planning

Gratitude is the best attitude.

Daily Gratitude Can Increase Return On Life.

Gratitude is a simple yet powerful technique that can potentially improve our lives. In a world where we are constantly assaulted with negative news and energy, developing thankfulness can help us find joy and meaning even in the most terrible of circumstances. Regular appreciation can give substantial physical and mental advantages that improve our overall […]

Daily Gratitude Can Increase Return On Life. Read More »

Social life after relocating

Building a Social Life after Relocating

Our financial planning service frequently assists seniors in achieving their goal of relocating to their ideal retirement home. However, it is critical to recognise that this significant life change may present new challenges, particularly in terms of establishing a new social network. Don’t be concerned if you’re relocating and haven’t considered how you’ll spend your

Building a Social Life after Relocating Read More »

Consulting as retirement plan

Could Consulting Increase Your Return on Life (ROL)?

Due to the demanding nature of their work, doctors and dentists often do not consider the option of a “side hustle.” Their schedules are typically filled with appointments, and the financial benefits of additional work may be insignificant for those with high incomes. However, their specialized knowledge and skillsets can present unique consulting opportunities that

Could Consulting Increase Your Return on Life (ROL)? Read More »

Five questions could help you find that purpose in retirement

Retirement with Purpose to Achieve the Optimal Return on Life (ROL)

Many people find retirement frightening. Retirees who have dedicated decades of their lives to a career may find themselves suddenly without the sense of purpose and structure that work provides. Unsurprisingly, so many new retirees feel disoriented without their jobs. These struggling seniors lack the sense of purpose that their careers provided them. Even if

Retirement with Purpose to Achieve the Optimal Return on Life (ROL) Read More »

Three traits of successful financial planning team.

What March Madness Can Teach Us About Your Financial Planning

Which “Cinderella” team are you rooting for in this year’s March Madness? Everyone enjoys a good underdog story, but the history of the Big Dance shows that the clock usually strikes midnight. Division 1 men’s basketball features over 350 schools. However, only 15 teams have won 60 of the 84 National Championship games played since

What March Madness Can Teach Us About Your Financial Planning Read More »

Values

Achieve More in Life and Feel Good About the Results

People frequently overestimate their short-term capabilities while underestimating their long-term capabilities. This proclivity leads to frustration and disappointment, which is why many New Year’s resolutions fail before the end of the year. However, there are effective strategies supported by both values and science that can assist in setting and achieving better goals.  You can create

Achieve More in Life and Feel Good About the Results Read More »

Build a Career to Provide the Greatest Return on Life

A significant portion of Americans reports feeling overworked and burnt out, according to data compiled by TechJury. Almost half of the respondents consider themselves workaholics, while 77% report experiencing career burnout. Additionally, nearly two-thirds of workers lack the work-life balance they need to thrive. For many individuals struggling with work-life balance, it’s essential to recognize

Build a Career to Provide the Greatest Return on Life Read More »