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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.

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.

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.

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?

The Dow and You

How much do you really know about the Dow?

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.

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.

Building your vacation bucket list

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

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to withdraw funds from an IRA – where we contributed pre-tax dollars – we’ll have to pay the income taxes on the amount withdrawn.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?

Involving Family with Philanthropy

Whether your family decides to give back through volunteering, philanthropy, or some combination, your charitable plans will affect your financial plan as well. Learn more.

Navigating life’s transitions by rewriting your story

If you feel like your story has lost some of its most important plot threads, use this three-step method to find a new happy ending.

Supporting widows on Father’s Day

Whether a woman is newly widowed or lost their spouse years ago, days like Father's Day are rife with complicated and difficult emotions. How can you support them?