At our 2017 Holiday Breakfast, Matt Wilson and I gave a presentation to our clients, families, and friends that analyzed…
What is Your Return on Life?
Return on Life is the idea that money is simply a tool to help you live the life you want, instead of the goal itself.
With ROL as a focus, you don’t give up the best of life or the best parts of yourself just to get more money. The money is there to serve you, not vice versa. Instead of focusing on someone else’s definition of success, you write your own.
Take our free ROL Index assessment to see how well you are using your money to live your best life possible. It takes just a moment and you’ll receive your personalized report that assesses 10 aspects of your life. You may be surprised by the results!
Building Your Bridge To Medicare Part 2 In Part 1 of this series, I discussed how folks who retire before…
When people ask, “How’s the market doing?” the response is typically based on how the Dow Jones Industrial Average is…
Building Your Bridge To Medicare Part 1 Planning for our clients’ health care coverage in retirement is a key piece…
Building Your Bridge To Medicare Part 1 Planning for our clients’ health care coverage in retirement is a key piece…
“Is the US Going Broke?” “Social Security’s Coming Crisis” “The Economy’s High Blood Pressure” “Exploding Federal Debt: Why So Dangerous?”…
I believe that stress reduction should be a much bigger focus throughout our lives, especially as we near retirement age.…
Recently I took an amazing flight with my son, Devin, to St. George, Utah, near the Grand Canyon. Devin is…
One of the big reasons that your retirement won’t be like your parents’ or grandparents’ is that people are, on…