“Does this spark joy?” asks Marie Kondo about our possessions. The answer is usually YES! on Christmas morning or at a holiday party when we unwrap our presents and watch others enjoy their gifts as well. But once the New Year rolls around many of those gifts are fighting for closet space with holiday decorations… Read more »
Creating a bucket list can be a great way to visualize your long-term money goals and — more importantly — start checking them off. But as the science linking giving to happiness grows stronger many people have started creating charitable bucket lists that can help improve Return on Life for themselves, their communities, and people… Read more »
Married couples don’t always plot retirement on the same $Lifeline point. According to a recent study by Fidelity, 43% of couples disagree about what age they plan on retiring. For other folks, circumstances like an unexpected job loss or health issue push spouses onto separate retirement schedules. When one spouse retires and the other… Read more »
Between the student debt crisis, COVID-19 lockdowns, and post-pandemic changes to the workplace, it’s never been more important for students to make the most of their college experience. And if you’re a parent who’s preparing to foot the bill and hoping to turn that extra bedroom into a hobby room, it’s important that you set… Read more »
The challenges of the last couple years have filled many people with uncertainty about the present and concern for the future. Often that can create a feeling of stasis when it comes to how we think about our money. But improving Return on Life (ROL) isn’t something that happens in an undefined future. ROL is… Read more »
A familiar refrain from athletes and their trainers is, “no pain no gain! That quote may ring true in the field of fitness and athletic endeavors, it is certainly not the case in the world of finance. In fact, we’ve just come off more than a decade of all gain with very little pain. Is… Read more »
Most married couples take a “divide and conquer” approach to household tasks and chores. One spouse might handle weekly shopping, the other might handle garbage and recycling. One spouse might handle laundry and cleaning, the other might handle yardwork and maintenance. One spouse might drive the kids to school, the other might handle pickup and… Read more »
Recently, we began working with a husband and wife who have created a successful business comprised of a collection of commercial real estate properties. Their business has a fair level of complexity, and the husband is really the only one who understands the ins and outs of the operation. He has existing relationships with… Read more »
A recent study published by npj Regenerative Medicine found that increased longevity has widened the gap between a person’s total healthspan (the number of years you are healthy) and lifespan by approximately 9 years. That means the average senior could spend the final decade of retirement contending with medical issues that may hinder their ability… Read more »