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Get Your Signed, Hardcover Sudden Money Book! uncategorized

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...

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Transition to Transition Fatigue major life events transition fatigue

As life planners, we need to understand the impact of transition on our clients. Recognizing that life events are not just a moment of time but a stressful change. These events, whether positive,...

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On 2021 Being Less Bad With Mindfulness mindfulness

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...

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What COVID Revealed to Me About Communicating with the Elderly and Other Thoughts families in transition fti/smi community long life planning major life events retirement women in transition

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...

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