Balancing Your ROL with Your Parent’s ROL

Balancing Your ROL with Your Parent’s ROL

Many baby boomers who are preparing to retire also play a role in another retirement: their parents’. Perhaps you’ve anticipated caring for an aging parent and already incorporated this transition into your $Lifeline. Or maybe a parent’s sudden...
Balancing Your ROL with Your Parent’s ROL

Put the Planning in Estate Planning

Your last will and testament may sound like the definitive word on your estate. But while it’s important to have your basics covered, truly effective estate planning runs much deeper than just assigning assets and finding a notary. Here are three questions we help...
Balancing Your ROL with Your Parent’s ROL

Could a Home Remodel Increase Your ROL?

In the past year and a half, we spent more time at home – and only at home – than we’d ever anticipated. Now that both the pandemic and our collective cabin fever is starting to decline, many folks are reflecting on what lockdowns taught them about their houses and...
Balancing Your ROL with Your Parent’s ROL

Thinking About Starting a Business?

Some would-be entrepreneurs look at a displaced business landscape and see trouble. Others see an opportunity: the chance to become owner and CEO of the company they’ve always wanted to start. If you think that 2021 could be the moment for your dream company to open...