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Next Christmas season, instead of gathering outdated items for a garage sale and tossing trinkets that already broke, you could be reminiscing about giving your family something far more memorable: a dream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.

Let's pull back the curtain on two common financial fears that could be spooking your Return on Life.

The COVID-19 pandemic created 2.4 million "excess" retirements in 2020. Some folks retired due to family health issues. Others retired from high-stress positions in health care or education. And many were forced into retirement due to cutbacks by their employers. Fast-forward to 2022 and more than half of those COVID retirees were back in the workforce. If you think unretirement could improve your Return on Life, work through these three questions and share your answers with loved ones and your financial advisor.

We’ll have almost a month of official summer left to enjoy after Labor Day on September 4th. But most folks fill those days getting kids ready for school and prepping for the big Q4 push at work. This year I will be busy preparing for the big merge with Schwab as custodian where millions of dollars will be moved over Labor Day weekend and client accounts will be set up with great new features. However, you may be lucky and have nothing on the calendar. So why not unofficially end the summer on a high note? You don’t have much time left to plan, but here are three reasons why putting together a last-minute Labor Day trip could give your Return on Life a quick boost before fall.