This article will use the fact that October is Financial Planning Month as a springboard to educate readers on general financial planning tips.

While giving a portion of your assets to charitable organizations and nonprofits is often the simplest option, it's not always the most sustainable choice, or the best option for families. Here are three reasons to consider adding a family foundation to your Life-Centered Financial Plan.

Investing in experiences tends to create more joy that sticks with us, reverberates with our loved ones, and improves Return on Life (ROL). Here are three reasons why:

Sometimes the biggest risk is not taking one. This four-step framework can help you become more comfortable assessing risks that could compound your Return on Life.

According to Forbes, improving fitness, finances, and mental health are the top New Year's resolutions for 2024. The average New Year's Resolution only lasts 4 months. Approximately 1% of all resolutions make it through an entire year, and of that 1%, only 6% manage to stick by their resolutions going forward. So instead of making resolutions, try this three-step process.

Next Christmas season, instead of gathering outdated items for a garage sale and tossing trinkets that already broke, you could be reminiscing about giving your family something far more memorable: a dream vacation. Here are two reasons why gifting a trip could improve your family's Return on Life this year and for many more years to come.