Investing during market volatility can be like driving during a winter storm. Your best plan of action is to focus on what you can control and keep progressing towards your destination. And as the markets have turned a little blustery at the beginning of 2022, you might think of your financial plan as the… Read more »
Nobody likes to see their retirement savings dwindle during a pullback in the market. However, for those on the cusp of retirement or just settling in, downturns in the market can pose an extra threat to their overall financial security. Research has shown that particular care needs to be taken during bear markets for… Read more »
No, you’re not the only soon-to-be retiree who’s reluctant to leave your working days behind. What we do is so tied up in who we are that it can be difficult to picture yourself without a 9-to-5 job, even if part of that picture involves a beachfront condo or daily tee times. Where some retirees… Read more »
In the wake of COVID and the Great Resignation, both employers and employees are exploring ways to battle burnout, retain top talent, and help people find their ideal work-life balance. One of these three strategies could help you or your company keep morale running high and improve the whole team’s Return on Life. A… Read more »
The stock market is off to its worst start in years, down more than 10% so far. That’s still historically a mild correction (10% corrections average one every couple years), but we are hearing from clients that this one feels different. Is it the threat of an escalation to the war in Ukraine? Is it… Read more »
Arthur C. Brooks has been writing a series in The Atlantic magazine entitled “How To Build A Life”. His most recent installment, “How To Buy Happiness”, was thought provoking. I would like to share his observation that “the joys of money are nothing without other people.” Studies have tried to equate happiness with achieving… Read more »
Is a financial check-up on your Spring-Cleaning list? Once you’ve tidied your lawn and emptied that out-of-control closet, let some fresh air into your home office and use these six tips to freshen up how you spend, save, and plan for the future. Pay yourself first. Making automatic contributions into your savings, investment,… Read more »
Your paycheck pays the bills, but the total benefits you receive can have just as big of an impact on how you feel about the work you do and how that work affects life for you and your family. Here are four ways that your benefits can boost your total compensation – and your Return… Read more »
When you’re young, your primary responsibility is to take care of yourself. As time passes, that picture tends to change. You may be responsible for a spouse or partner, a family, your job, extended family members – you get the picture. As time goes by, your life can get pretty complicated. It’s no different… Read more »