Tax Planning & Tax Preparation

Five questions could help you find that purpose in retirement

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

Leave a Comment / Financial Planning / By

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

2 Comments / Financial Planning / By

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

1 Comment / Financial Planning / By

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

Leave a Comment / Financial Planning / By

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 »

Financial Plan For Return On Life.

How can you Earn the Most Return On Life Today and Tomorrow?

1 Comment / Financial Planning / By

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 …

How can you Earn the Most Return On Life Today and Tomorrow? Read More »