Blog
When money changes, life changes, and when life changes, money changes.
In the late 1990s, while I was still a practicing Certified Financial Planner®, I was struck by all of the stories of...
As life planners, we need to understand the impact of transition on our clients. Recognizing that life events are not just a moment but a stressful change. These events, whether positive,...
There’s something poetic about allowing December to be as bad as it can be. First, there’s eating too much and drinking too much. That gets parlayed into not exercising, not doing my...
The week before my mother-in-law turned 98, I received a call at 3:15 in the afternoon saying that her assisted living facility would stop family visitation as of 6 p.m. that evening. She lives in...
