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 […]

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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 […]

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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, […]

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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 […]

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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 […]

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Published: 02/25/2025 Strategies for Optimizing Executive Benefits Planning Executive compensation refers to the financial and non-financial benefits awarded to business owners, senior managers, and key employees of companies as a means for attracting, retaining, and rewarding top talent. Executive compensation packages usually include a mix of wage income, bonuses, equity stakes, and other perks subject […]

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Enter the New Year with a Fresh Financial Perspective The new year is a time when many people commit to replacing less-desirable habits or practices with behaviors intended to improve their quality of life or that lead to better physical and mental health outcomes. Your financial well-being can also benefit from incorporating habits that can […]

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Understanding your workplace benefits Return on Life Wealth Partners, we believe that true wealth is far more than a number on a page. It’s about implementing strategies that seek to grow your wealth while helping to protect your income and assets. Employee benefits can play a significant role in helping to accomplish these goals throughout […]

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People often think about estate planning in terms of the legacy they will leave after they’re gone. While that’s an important part of estate planning, it’s also about protecting your interests and the people you care about during your lifetime. Think about what would happen if you were suddenly incapacitated due to an accident or […]

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An easy, impactful, and tax-smart strategy for pursuing your philanthropic goals As the end of the year approaches, many individuals, families, and business owners are seeking ways to help fulfill their charitable giving and tax planning goals. Donor-advised funds are a popular way to help accomplish multiple financial goals due to their ease and flexibility, […]

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