Blog

Build your families core values and guiding principles

In addition to improving your family's Return on Life, writing your family's guiding principles can be a fun activity that aligns everyone to shared values and goals. To create guiding principles that inspire and endure, follow these four steps.

IRA and 401(k) beneficiaries: Life under the new RMD regulations

Feeling uncertain about how to apply the SECURE Act to RMDs? Here's how.

The Single Life: a poem

Every once in a while we like to feature a post by a colleague or friend. George Weir was a dear friend who wrote poetry for much of is life, and especially after his wife Hazel passed away. He often reflected on his time served in WWII, as well as, his career in the moving business. Enjoy.

Donor-advised funds: feeding the soul

A donor-advised fund is a simple, cost-effective, and easy vehicle for establishing your philanthropic strategy. Learn more.

Financially navigating the sandwich generation

An important message for those in the Sandwich Generation: supporting others should not mean sacrificing your own financial well-being. And by addressing the issue head-on, you won’t have to.

Next up, 2019 Summer Podcasts

Whether you’re taking a road trip or relaxing on a beach chair, invite one of these podcasts to join you.

A retirement income map for single women

Whether you’ve been single all your life or became single again after a divorce or widowhood, you will likely be making most (if not all) of your retirement planning decisions on your own.

Does your savings match your reality?

“The only money that’s really yours is the money you spend. Everything else goes to somebody else.” - Teddy Chafolious

The toughest talk

Everyone loves someone. And when you go, wouldn’t you want to know you left that someone in good hands?

Underestimated retirement risks

Like any other phase of life, retirement is not risk-free. While it is seen as our reward for many years of hard work, it still carries exposure to what is happening out in the world.

Who gets dad's golf clubs? Holding on to or letting go of personal items

How can you, the friend or family member of the deceased, be expected to get rid of items that once belonged to your loved one, especially when your grief is so fresh? Sure, our rational minds tell us that these objects are just "stuff," but in our hearts they feel like so much more.

Nourishment for one: When the small things aren't so small

Whether it's going out to eat, grocery shopping, cooking, weekly meal rituals, etc., our food dynamic has the potential to change significantly in widowhood.