Maximize Your Return on Life Blog

For her first podcast, Shari is in the “hot seat”, being interviewed by her business partner David Rappaport. Shari shares her background, including her family’s experience that inspired her mission of empowering people to make smart financial decisions. She discusses what work and family balance means to her, and how she came to incorporate values as part of the financial planning process. Shari also reveals how she maximizes her own return on life – and the one performer who can make her sing, laugh and cry!

Illinois is holding more than $3.5 billion dollars in unclaimed funds. Does some of that belong to you?

Coming soon! Maximize Your Return on Life, a podcast hosted by Shari Greco Reiches, will be available wherever you get your podcasts!

A letter of intent is a keepsake for loved ones, but it also helps reduce the challenge of organizing an estate. Here's what to include.

Playing tennis for the long-term can teach you how to save for the long-term as well.

Through our program of setting up Donor Advised Fund charitable giving accounts at Charles Schwab, our clients have made grants to charities totaling more than $5 million!