Helping Clients Manage a Windfall

By: Miriam Rozen
Source: On Wall Street
Date: May 12, 2015
Categories: Sudden Money News

Communicating (or Not) During Tough Transitions

By: Olivia Mellan and Sherry Christie
Source: Think Advisor
Date: March 6, 2015
Categories: Sudden Money News

Gender and Change

By: Olivia Mellan and Sherry Christie
Source: Think Advisor
Date: March 6, 2015
Categories: Sudden Money News

The CFT™ Training Process

By: Olivia Mellan and Sherry Christie
Source: Think Advisor
Date: March 4, 2015
Categories: Sudden Money News

7 money afflictions from inherited wealth

By: Judy Martel
Source: bankrate.com
Date: August 1, 2014
Categories: Sudden Money News

6 Money ‘Truths’ You Might Want to Rethink

By: Jane Bianchi
Source: www.learnvest.com
Date: February 12, 2014
Most of our deep-seated beliefs about money, which we may or may not be aware of, are formed during childhood. Or they’re cultural norms we’ve swallowed whole, without even realizing we have.
Categories: Sudden Money News

When Boomers Inherit, Complications May Follow

By: FRAN HAWTHORNE
Source: The New York Times
Date: February 10, 2014
SARA ROWBOTHAM CORNELL named her Boston-based digital media company in honor of her parents’ longtime vacation house, Blue Blinds, which she inherited
Categories: Sudden Money News

How to Handle Sudden Wealth

By: Deborah Nason, Special to CNBC.com
Source: CNBC.COM
Date: November 24, 2013
You've received an inheritance. That's great. But it's not as simple as just cashing the check.
Categories: Sudden Money News

Overcoming 'Money Shock' From An Inheritance Windfall

By: Judy Martel
Source: Forbes.com
Date: October 22, 2013
Chuck Collins, great-grandson of packaged-meat magnate Oscar Mayer, still recalls the day more than 30 years ago when his father informed him that he would inherit a substantial sum at age 21. “I remember feeling a little bit of dread,” the 53-year-old said. “Even though I knew my parents were affluent, I was mentally geared to work for a living.”
Categories: Sudden Money News

Sudden Wealth Syndrome

By: Susan Konig
Source: wealthmanagement.com
Date: September 9, 2013
Categories: Sudden Money News

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