Mar 31, 2021
Whether your finances are complicated or straightforward, you owe it to yourself and your loved ones to be prepared. Even if you're not headed toward divorce.
Mar 17, 2021
Are you on a personal or professional development trek? Then this book is for you. The pages are filled with positive messages meant to refuel both your mental and emotional tanks.
Jan 14, 2021
Unexpected widows and inheriting IRAs the right way
That’s surprising. The IRA is one of the most common assets a couple will have in their portfolio. Yet, curiously, one area that receives very little attention is that of a surviving spouse’s inherited IRA.
Dec 22, 2020
Rethinking long-term care insurance
Of all the different kinds of insurance, the conversation about long-term care (LTC) insurance probably raises more questions than any other.
Dec 15, 2020
Ways to give back during the holidays
Giving back to your community during the holidays brings people together in the spirit of giving and helping others. Here are some suggestions for ways to spread joy to those in need.
Dec 10, 2020
It’s open enrollment period: where are your employee benefits?
Employers’ year-end open enrollment periods allow workers to adjust their health insurance and other benefit elections. Here are some steps to take when preparing to discuss your benefits.
Dec 3, 2020
How to avoid mistakes when dividing retirement assets during a divorce
It’s important to be aware of the tax consequences and potential delays involved in the transfer of IRA funds when negotiating the divorce settlement. Here's how to avoid common mistakes.
Nov 25, 2020
Has working from home given you a new perspective on your career? Answer these four questions to help you determine how a career change could impact your Return on Life.
Nov 13, 2020
The unprepared widow: five shocking truths
While nothing can prepare you emotionally for losing your spouse, your most generous gift to yourself is to be prepared financially – regardless of your financial status.
Oct 23, 2020
Are you so wrapped up in big picture challenges that you’re overlooking things in your life that you can control?
Oct 11, 2020
A fascinating new study published by Affective Science asked nearly 4,000 people from 9 countries (including the U.S.) what kind of life they wanted. The results suggest that there’s an important dimension to improving Return on Life that many of us may be overlooking.
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