Getting Frank Blog
When most people hear the word legacy, they think about inheritance, wills, or the final transfer of assets. But a legacy is much more than an estate plan — it’s the story your wealth tells about your life, its impact on other people, and the values you would like to see carried forward over time. At Return on Life® Wealth…[...]Continue Reading
As 2025 draws to a close, many of us start reflecting on what we want to improve in the year ahead. Not surprisingly, two of the most common resolutions are about health and wealth. But what if the key to improving both lies in realizing how deeply connected, they are? At Return on Life® Wealth Partners, we believe your financial…[...]Continue Reading
As the end of the year approaches, now is the time to take advantage of tax strategies that seek to help reduce taxable income, optimize savings, and start the new year on a stronger financial footing. And this year, planning ahead is especially important. With the passage of the One Big, Beautiful Bill Act (OBBBA) in July 2025 — a…[...]Continue Reading
Making Real Estate a Core Pillar of Your Multigenerational Wealth Strategy You may be familiar with the “Great Wealth Transfer” – the estimated $84 trillion in assets that are expected to change hands over the next 20 years. This transfer of wealth is one of the most significant factors affecting today’s high-net-worth households and its impact is expected to increase…[...]Continue Reading
Understanding the One Big Beautiful Bill Key Tax Changes for Individuals & Business Owners in 2025 and Beyond
Sep 11, 2025
The One Big Beautiful Bill Act (OBBBA), signed into law by President Trump on July 4, 2025, introduces a variety of changes to tax law. While many provisions from the 2017 Tax Cuts and Jobs Act (TCJA) remain in effect, the OBBBA also includes new tax breaks — and eliminates others. Understanding these changes can help you plan strategically, whether…[...]
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We started 2025 on a high note — though we acknowledged that “no market environment is ever permanent, and that change is always potentially around the corner.” That change arrived, and with it came renewed volatility, driven in part by assumptions that President Trump’s policies would closely mirror those of his prior term. So far this year, the direction of…[...]Continue Reading
Key Considerations Before Selling a Business As a business owner focused on the day-to-day responsibilities of running a company, it can be difficult to imagine life without your business. It’s not just your time that’s wrapped up in the business, but your identity, which is why many owners joke that the only way they’ll exit their business is “feet first.”…[...]Continue Reading
Create a Succession Plan that Works for Your Family
Jun 17, 2025
3 Considerations for a Smooth Transition There's a reason family remains at the heart of 32 million U.S. businesses that account for 54% of our gross domestic product (GDP) and 59% of the country's employment.1 Successful family-owned businesses tend to share certain qualities like deep industry expertise, longstanding customer relationships, and more flexible business structures, providing greater agility and faster…[...]Continue Reading
The following article was originally written by Cicely Jones and published by Forbes on May 31, 2024. You are much more likely to achieve a goal when you have an accountability partner. In fact, according to a study on accountability done by the Association for Talent Development, choosing a goal — as well as committing and deciding when and how…[...]Continue Reading
While women continue to make significant gains in the workforce, their road to and through retirement is often hampered by circumstances outside of their control. While women outnumber men among U.S. college-educated professionals and hold 35% of jobs in the country's 10 highest-paying occupations, the gender pay gap persists. In fact, it has only narrowed slightly over the past two…[...]Continue Reading
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