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A family might spend decades working and saving towards the goal of owning a vacation home. The memories made are priceless, but the personal, emotional, and financial costs of keeping that house in your family for generations can be very high and very painful without thorough planning.
Prepare a family retreat into your legacy plan and make sure you discuss these three points with your heirs, your attorney, your CPA, and your financial advisor.
When you're a new retiree, staring at that blank page where your work schedule used to be, time might seem so abundant that you forget just how valuable it really is. But if you treat retirement like an endless weekend, you might be surprised to look up in a month, a year, or a couple years, and realize you don't feel as fulfilled as you thought you'd be. All those hours puttering around the house might suddenly feel like a precious resource you've wasted.
Being a good steward of your time is a skill that will only become more important as you progress in retirement. Here are some ideas to help you manage your days with a sense of purpose and contentment that will improve your Return on Life.
According to a report published by Bloomberg, only 1.6% of job seekers relocated to take a new job in Q1 2023, an all-time low. More folks than ever value the freedom to work when, how, and where they want. Compromising on that freedom isn't just about what's best for your career, it's a question of how relocating will affect your Return on Life in three important areas.
On Thanksgiving, many families will pause their feasts so that everyone gathered around the table can share something that they are thankful for - and many probably won't.
Maybe sharing gratitude has never been a part of your family’s Thanksgiving traditions. Or maybe the practice sounds a little corny or old fashioned. But expressing gratitude to loved ones and to ourselves can have a positive impact on your Return on Life.
Here are three reasons why your family should make gratitude a part of your holiday celebrations.
Your legacy is bigger than your balance sheet. An effective estate plan, which protects and distributes your assets, is only one part of your larger legacy plan. Taking a Life-Centered approach using your intangible assets as a guide for transferring wealth will provide your heirs with life lessons.
Try this three-step process to start memorializing more than just your money and maximize your Return on Life (ROL).
There's been so much chatter about potential drawbacks of AI like ChatGPT and Google Bard that many people are overlooking how AI can improve Return on Life. From automating mundane tasks to performing more efficient internet searches, there are almost limitless applications for these services -- if you know how to get the most out of them.
This brief guide to AI will give you a better understanding of what AI can and can't do, as well as prompts you can try to free up some valuable time at work and at home.
While some doctors don't think they can afford to step away from their practices, it might be better to ask yourself if you can afford not to.
The demands and stress of the last few years have caused a major spike in physician burnout, which can have serious life-or-death consequences for doctors and their patients. You might need more than just a long weekend or an extended vacation to get your Return on Life back in order.
A physician's sabbatical can give doctors an opportunity to step back from their routines, engage in different activities, learn more about medicine and themselves, and return to work with renewed energy. Work through this three-step process to design a sabbatical that could get you back in touch with why you became a doctor in the first place.
When you're a new retiree, staring at that blank page where your work schedule used to be, time might seem so abundant that you forget just how valuable it really is. But if you treat retirement like an endless weekend, you might be surprised to look up in a month, a year, or a of couple years, and realize you don't feel as fulfilled as you thought you'd be. All those hours puttering around the house might suddenly feel like a precious resource you've wasted.
Being a good steward of your time is a skill that will only become more important as you progress in retirement. Here are some ideas to help you manage your days with a sense of purpose and contentment that will improve your Return on Life.
What is the best way to establish a family legacy?
While some benefactors choose to leave everything to their heirs outright, others prefer placing some guardrails around their assets to make sure that an inheritance is handled responsibly and in accordance with the family's values.
Establishing an entrepreneur's trust in your estate plan is one way to create lasting Return on Life for your family and your community. Let's explore how an entrepreneur's trust works and review some of the key features you should discuss with your loved ones, your attorney, and your financial advisor.
If you're about to retire but apprehensive about your future, maybe it's time to schedule something that you will look forward to. Kicking off your retirement with a well-deserved vacation can ease you into this complicated transition and give you a small taste of everything you have to look forward to.
Here are two reasons why you should consider plotting a dream vacation right after your retirement.
