Getting Frank Blog
As investors approach retirement, it’s not unusual for their attention to turn to how assets are allocated across different investment types and asset classes, such as stocks versus bonds or domestic versus international markets. That’s because an effective asset allocation strategy seeks to align your portfolio with your time horizon (when you will need your money) and risk tolerance (your…[...]Continue Reading
For many business owners, the term ‘liquidity event’ immediately brings to mind a complete sale of the business. While a full business exit is one path, it’s far from the only one. What Is a Liquidity Event? Throughout a business owner's journey, there may be opportunities to access liquidity through partial sales, recapitalizations, ownership transfers, or other strategic transactions that…[...]Continue Reading
How to Get 3 Steps Closer to Your Desired Exit Without Compromising Your Life’s Work For most business owners, the company is more than a source of income. It represents years of sacrifice, late nights, risk-taking, relationships, and identity—all wrapped into a single enterprise. Yet when it comes time to exit, owners can find themselves trapped between two less than…[...]Continue Reading
There’s a moment many families experience but few plan for: That late-night phone call, the unexpected hospital visit, the sudden realization that a parent who once managed everything independently may now need help making decisions. In that moment, you’re not just dealing with emotion, you’re making critical financial, medical, and logistical decisions under pressure. The best time to plan for…[...]Continue Reading
Most business owners have given some thought to how they will exit their business. Yet, when pressed for details, many have only scratched the surface, responding, “Someday, I might sell,” or “My kids may take over.” Others say they’re not ready to think about it. However, viewing exit planning solely as a future transaction, rather than part of an ongoing…[...]Continue Reading
Recent changes in federal tax law have reduced estate tax concerns for many families. With historically high federal gift and estate tax exemptions now made permanent, a substantial number of individuals may be less likely to face federal estate taxes at death under current law. As a result, some people assume that lifetime gifting is no longer necessary. However, estate…[...]Continue Reading
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
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Investment advisory services offered through Planned Financial Services, LLC, dba Return on Life Wealth® Partners, an SEC-registered investment adviser (RIA).
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