Tax Planning & Tax Preparation

The challenges of the last couple of years have filled many people with uncertainty about the present and concern for the future. Often that can create a feeling of stasis when it comes to how we think about our money. But improving Return on Life doesn’t happen in an undefined future. ROL is an ongoing

Are you feeling spontaneous and itching to go on a last-minute adventure? Planning a trip can be daunting, especially when you’re short on time. But fear not! With this four-point checklist, you can quickly plan a trip that will greatly impact your life while minimizing stress. Whether you’re looking to escape the daily grind or

Is traveling with family or friends your preferred way to vacation? Do you and your loved ones have a memorable vacation spot you’d like to spend more time at during the year? Buying a vacation home as a group could be a great way to share more good times. Co-ownership of a second home can

It’s back-to-school season, which means it might be a good idea for parents to think about something their kids won’t be learning in a classroom this year: how to manage money.  While there has been a growing movement in some states to include financial literacy as a high school graduation requirement, most kids head into