Old Money and New Money: Exactly the Same but Different

By: Susan Bradley, CFP®, CeFT®, Founder of the Sudden Money Institute
Source: Investments & Wealth Monitor
Date: December 1, 2016
Categories: SMI Blog

Guess Post by SMI Faculty Member, Dr. Moira Somers: "The Curse of Knowledge vs. The Gift of Expertise"

By: Dr. Moira Somers, Clinical Neuropsychologist
Source: FPStandard, Fall 2016
Date: November 28, 2016
Categories: SMI Blog

Attention Widowed Men and Women: Your Voice is Needed!

Date: September 20, 2016
Categories: SMI Blog


Categories: SMI Blog

Guess Post by SMI Faculty Member, Dr. Moira Somers: "Why Good Clients Ignore Great Advice"

By: Dr. Moira Somers, Clinical Neuropsychologist
Source: FPStandard, Spring 2016, Issue 13
Date: June 3, 2016
Categories: SMI Blog

One-Day Financial Transitionist® Introductory Workshop Benefiting Families First of Palm Beach County

By: Susan Bradley, CFP®, CeFT™, Founder of the Sudden Money® Institute
Date: February 18, 2016
Categories: SMI Blog

What To Do If You Win The Lottery

By: Susan Bradley, CFP®, CeFT™, Founder of the Sudden Money® Institute
Date: January 11, 2016
Categories: SMI Blog

What is a Financial Transitionist®? New Infographic!

By: Susan Bradley, CFP®, CeFT™, Founder of the Sudden Money® Institute
Date: December 23, 2015
Categories: SMI Blog

On Tools for Purpose and Legacy

By: Susan Bradley, CFP®, CeFT™, Founder of the Sudden Money® Institute
Date: August 13, 2015
Categories: SMI Blog

Contact Us

10 huntly circle
palm beach gardens, fl 33418
ph: 561-776-6209
send an email