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.
"Keep living like a resident" is a common piece of financial advice you'll hear as a young doctor. And while there's logic to the idea of living within your means to build wealth over time, Return on Life isn't about enjoying your money someday. It's about getting the most from your money every step of the way.
When one spouse retires and the other keeps working, it's important that the couple understands the effects on their finances, their schedules, and their long-term goals. Here are three important conversations that couples should have about syncing two retirements to a shared Life-Centered Financial Plan.