Instead of accumulating money for the goodies it can buy, we see people moving toward using money to live the best life possible with the money they have.
Yes, it’s important to save and to delay distributions as long as you can, but it is also important to keep an eye on the radar of life and be vigilant regarding the obstacles that stand in your way.
How do you start investing in yourself? It’s a simple question that requires a complex array of answers.
Wisdom is transferred only when we become intentional about it––when we settle on the idea that the pursuit of financial wisdom in financial decision‐making is our chief value to our clients.
The ROL vocation is the raison d’être for the ROI vocation. ROI is how we invest—ROL is the reason.