Blog

Image for Rethinking long-term care insurance

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.

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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.

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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.

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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.

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Nov 25, 2020

Reshaping your career

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.

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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.

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Oct 23, 2020

Focus on what you can control

Are you so wrapped up in big picture challenges that you’re overlooking things in your life that you can control?

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Oct 21, 2020

The Dow and You

How much do you really know about the Dow?

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Oct 11, 2020

What Makes a Good Life?

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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Oct 7, 2020

Finding a hobby in retirement

If you’re retired, or thinking about retirement, and still see too many blank time blocks, by asking yourself these three questions you might discover a new hobby you can add into the mix.

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Sep 23, 2020

Building your vacation bucket list

Now is the time to get your family together and ask these three key questions.

Image for How to take money out of your IRA or 401(k)

Sep 21, 2020

How to take money out of your IRA or 401(k)

We know that, under normal circumstances, if we decide to withdraw funds from an IRA – where we contributed pre-tax dollars – we’ll have to pay the income taxes on the amount withdrawn. But what else?

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