Longer Lifespans Require Planning for a High ROL in Retirement
Encourage your audience to start making purposeful investments in their lifespans to maximize their life in their 70s, 80s, and beyond.
Dec 15, 2023
8:46 am
Nov 17, 2023
9:05 am
What Should You Consider Before Relocating for Your Career?
Three things that workers should think about before sacrificing their career freedom and relocating for a job.
Aug 18, 2023
7:59 am
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.
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.
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.
Sep 18, 2024
9:30 am
(Global) Planning a Big Family Trip
To download this article: CLICK HERE
Study after study has found that spending money on experiences is far more rewarding than spending money on stuff. So imagine how rewarding it will feel to plan a big family vacation that creates lasting memories and improves ROL for multiple generations of your loved ones.
Hopefully the challenge of arranging all the details will be part of the fun, because getting so many people on the same page will be no small feat. Use this […]
Jun 25, 2024
11:36 pm
Should You Buy or Build Your Dream Home?
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 […]
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 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.