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The Latest Insights
for a Healthy Financial Future

Is an Unretirement Right for You? Thumbnail
Retirement Funding Insights Financial Planning

Is an Unretirement Right for You?

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.

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Plan a Last-Minute Labor Day Trip Thumbnail
Insights Financial Planning

Plan a Last-Minute Labor Day Trip

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.

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Between industry news and personal experience.