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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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Aging and Longevity families in transition financial transitions planning long life planning major life events

Why am I passionate about this subject? When I began my work as a financial planner, in 1984, the oldest client I had was 75. I didn’t know anyone who was 90. That demographic has shifted,...

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The Increased Divorce Rate for the Over 50 Population ceft® training divorce families in transition fti/smi community

Linda Cao, one of SMI’s esteemed curators notes down her thoughts on the article about the increased divorce rate for the over 50 population.

I agree with Cary Carbonaro on how women in over...

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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...

Continue Reading...