Effective succession planning is usually a multiyear process that requires careful analysis, clear goal setting, and close coordination between a company's internal teams and external service providers.

With so many children living in need here in Waterloo Region, we’re going to Send ‘Em Off Smiling with the help of teachers and educators.

Answering these two questions could help you find that purpose and keep getting the best life possible with the money you have in retirement.

Seniors who are willing to accept the responsibilities of owning a dog or cat will find that pets can add a lot of Return on Life to retirement.

Here are five ways that you and your spouse can make sure you agree on your household spending, avoid surprises, and maximize your Return on Life.

Outsourcing more personal tasks might buy you some more precious time and improve your ROL

Make sure you’re protected before you go, with this info graphic from Manulife

Brad Smith, Life Centered Planner, was featured in Wealth Professional. Here are his thoughts on how the pandemic has pushed work-life balance into planning conversations with clients.

Start focusing your own school search by answering these three important questions with your high schooler.

Have the struggles of the pandemic or recent global events recalibrated your charitable goals? It might be time to review your ROL Index to make sure you're getting the most from your money.

How to shift your mindset to spend more in retirement and get more ROL (return on life) while you do!

Three ways that you can leverage your financial plan to find balance and start enjoying your money.