I’ve long maintained that we engage in two types of financial planning ... also work far more hours and therefore have less of a life and identity outside the office. And if they’re blessed ...

Discover simple strategies to organize time, boost meaning, and stay engaged throughout your post-career journey.

‘How do I build a life of purpose when I don't even know ... Can you elaborate on the role of purpose in the financial independence movement community that's a big part of your story?

Identifying your life purpose may seem like an exercise in guesswork when it comes to financial planning, but there is value in aligning your financial decisions with what you deem important in life.

For those of us in our advanced years, time is of the essence. It’s essential to prepare for this stage of life, to embrace ...

One crucial point to remember: Your life’s purpose isn’t about making money. Financial success often follows when you pursue something meaningful, but wealth should never be the main goal.

Discover how donors can leverage life income gifts to supplement retirement funds, reduce taxes and make a meaningful impact.

“For example, some people have major financial challenges, and others do not; some get depressed and bored. People need to contribute and have purpose in life. If their main purpose was their ...

In my 25 years of providing financial advice, I have found whole life insurance to be one of ... and cannot be used, for the purpose of avoiding U.S. federal, state or local taxes.

At Sun Life U.S., work is guided by goals that support the company’s purpose of helping people achieve lifetime financial security and live healthier lives. Sun Life’s employees feel connected ...

That experience, paired with his connection to people in the FIRE movement, which stands for "financial independence ... t know what my purpose is.’ ‘How do I build a life of purpose when ...