Ensure Your Life Wishes Are Granted Through Effective Estate Planning
A quick estate planning checklist that will help clients outline a legacy plan and provide some peace of mind.
Aug 18, 2023
7:59 am
Jul 21, 2023
9:21 am
Develop Healthy Hobbies as a Family
Building healthy hobbies into family time can push everyone to pitch in, stay committed, and improve the family’s Return on Life.
Jun 23, 2023
9:03 am
Building a Social Life after Relocating
Encourage folks who are relocating in retirement to build a new social network that will improve their new home’s Return on Life.
Jun 9, 2023
9:46 am
Where Are You From?
ROL Advisor's Mitch Anthony explains how "Where are you from?" can help advisors understand why clients are who they are.
Feb 2, 2023
2:05 pm
5 Steps to Address Concern About an Aging Parent
These five steps will help you get the help you’ll need to make sure your aging parent is safe, cared for, and financially secure.
Nov 11, 2022
9:45 am
Should You Own a Vacation Home With Family or Friends?
Sit down with your vacation crew and answer these four questions to decide if sharing a vacation home will improve or complicate your Return on Life.
Oct 14, 2022
9:47 am
How a Couple Can Get the Best ROL When Retiring at Different Times
Here are three important conversations that couples should have about retiring at different times and keeping their plan in sync.
Sep 16, 2022
9:08 am
Finding Purpose in the Everyday
If the hustle and bustle of life and work have come between you and your sense of purpose, try this three-step process.
Aug 19, 2022
9:14 am
4 Things to Consider Before Committing Financial Support to Your Adult Children
Before writing a check or making a deposit through Venmo to your adult children, ask yourself these four key questions.
Aug 5, 2022
9:23 am
Understanding Your Client’s Roots
Have you taken the time to understand the principles your clients hold near and dear? We all feel a sense of connection to our roots.