family Archives - ROL Advisor

Jun 28, 2024 10:15 am

Preparing Your Adult Children for Inherited Wealth

By Steve Sanduski, CFP®|2024-06-28T10:15:40-05:00June 28th, 2024|Categories: ROL Blog|Tags: Estate Planning, family, Retirement|

This six-part framework will help your audience work with their heirs on aligning inherited wealth with Return on Life.

Feb 9, 2024 9:36 am

By Steve Sanduski, CFP®|2024-02-09T09:39:50-06:00February 9th, 2024|Categories: ROL Blog|Tags: creativity, family, health, time|

Your audience can mix and match a few of these ideas to find some go-to family hobbies that will improve ROL rain or shine.

Dec 15, 2023 8:46 am

Encourage your audience to start making purposeful investments in their lifespans to maximize Return on Life in their 70s, 80s, and beyond.

Nov 17, 2023 9:05 am

By Steve Sanduski, CFP®|2023-11-17T09:05:30-06:00November 17th, 2023|Categories: ROL Blog|Tags: family, Residence, Work|

Three things that workers should think about before sacrificing their career freedom and relocating for a job.

Aug 18, 2023 7:59 am

By Steve Sanduski, CFP®|2023-08-18T07:59:55-05:00August 18th, 2023|Categories: ROL Blog|Tags: estate plan, family, legacy|

A quick estate planning checklist that will help clients outline a legacy plan and provide some peace of mind.

Jun 23, 2023 9:03 am

By Steve Sanduski, CFP®|2023-06-23T09:03:31-05:00June 23rd, 2023|Categories: ROL Blog|Tags: family, home, relocating, Retirement|

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

ROL Advisor's Mitch Anthony explains how "Where are you from?" can help advisors understand why clients are who they are.

Jun 25, 2024 11:36 pm

By Steve Sanduski, CFP®|2024-06-25T23:36:38-05:00June 25th, 2024|Categories: Uncategorized|Tags: family, Life-Centered Planning, Residence, return on life|

To download this article: CLICK HERE

The choice between buying and building a house hasn’t become much easier in 2024. While expert predictions that the housing market would cool off this year have mostly borne out, that’s due in large part to high costs and interest rates turning off prospective buyers. On the other hand, builders are facing construction costs that have surpassed the rate of inflation. According to Forbes, the average cost to build a new house […]