Maximize Your Return on Life Blog

While sharing a wonderful holiday meal, it's also a great time to share your values. Here are some ideas and questions to ask to get the conversation started.

Are you being hit by friendflation as the cost of socializing goes up and up? Here's how to keep both your friendships and your wallet intact.

Shari's book, Maximize Your Return on Life, has helped countless people learn how to invest their time and money in what they value most. Join us on 11/13 from 3-4:30pm for a community workshop at ALTAR. Shari will cover exploring your early & profound memories of money, identifying your Core Values, the Key to Financial Happiness, and more! All guests will receive a signed copy of her book.

Are you earning more, but spending even more? Feel like you are always falling behind? Here are three ways to avoid lifestyle creep.

SMART stands for Specific, Measurable, Achievable, Relevant, and Time-Bound. By applying these metrics you can create a simple plan for successfully achieving your financial goals.

In the last year, our clients used their Donor Advised Funds to make gifts to charities totaling $1.4 million!