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Get Your Signed, Hardcover Sudden Money Book!

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 windfalls-gone-wrong. For some reason, when people won the lottery or received large insurance settlements or inheritances, their stories often took unfortunate turns. […]

What COVID revealed to me about communicating with the elderly and other thoughts.

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 a CCRC (Continuous Care Retirement Community) which accommodates independent, assisted, and skilled nursing. As I was near the exit to […]