The Many Benefits of Enjoying Your Work

The Many Benefits of Enjoying Your Work

Very few people love everything about their jobs. But even if you're someone who just clocks in and out for a paycheck, wouldn't it be nice to get a little more Return on Life from something you spend 40+ hours doing every single week? Whether you're looking into a career change or trying to reframe how you think about and perform at your job, here are four reasons to whistle while you work:

,

Having the “Money Talk” with Aging Parents

,
Having the “Money Talk” with Aging Parents

Discussing finances with aging parents is never easy. As a result, many families simply delay these conversations or avoid them altogether. This can lead to unexpected financial surprises, misunderstandings, and even conflicts down the road.

By talking openly about money, you ensure both their future and yours are secure, prevent potential disputes, and help in planning for long-term care. Your goal in having this conversation is not just about understanding their financial situation but also about ensuring financial stability and facilitating smooth estate planning.

Parents who have accumulated wealth over the years may be resistant to the idea that they need help managing their money. It’s important to be mindful of your language and positioning. It’s not, “I need to know how much money you have.” Nor is it, “You shouldn’t do this by yourself.” There are more delicate ways to broach the subject, and we’ve outlined a few possible scenarios below:

Creative Hobbies Can Improve Your Work and ROL as a C-level Executive

Creative Hobbies Can Improve Your Work and ROL as a C-level Executive

The demands of being a C-level executive can be so overwhelming that you might feel like you're "on call" even on your rare days off. If you're struggling to unplug from your work, perhaps you need to make more purposeful investments of time and energy into your hobbies. Adding some creative relaxation to your routine could help you make three big improvements that could reduce burnout and boost your Return on Life.

,

Focus on the Big Picture

,
Focus on the Big Picture

Market volatility can make anyone nervous, especially in our always-on, 24/7 news cycle.

When some of our more experienced team members were first starting out in finance, average investors typically checked in on their accounts once or twice a quarter when their custodians sent paper statements. As for the Dow Jones and S&P 500, you'd usually see two numbers every day: one on the morning news and another in the evening. Today, watching your nest egg fluctuate in real time while social media and cable news shout a steady stream of panic can make it feel like your financial plan is living and dying moment by moment.

Our Life-Centered Planning process always considers all the available data that could impact you and your money. But we also take in a much wider view of the markets, your plan, and your goals for the future. You can see that same big picture if you unplug, step back, and focus on three important investing principles.

,

Social Media’s Impact on Your Money Mindset

,
Social Media’s Impact on Your Money Mindset

There are a variety of viewpoints on how social media influences our society - both good and bad. After all, some people are spending hours a day on these platforms and we need to be aware of their impact. From our vantage point, we’re paying close attention to how these networks influence our clients’ spending, saving, and investing habits.

Keep Politics Out of Your Portfolio

Keep Politics Out of Your Portfolio

The U.S. Presidential election is dominating news cycles, and as an investor, it’s easy to let political fervor influence your investment decisions. However, maintaining a clear boundary between politics and your portfolio is crucial for long-term financial success. Here are several strategies to help you navigate election years without letting politics sway your thinking.