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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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On Learning Mindfulness with a Group financial transitions planning mindfulness Feb 18, 2020
who are you?
On Self-Awareness and Hogwarts Houses business ownership divorce families in transition financial transitions planning long life planning retirement widowhood windfall women in transition Feb 12, 2020
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On Trust and the Unknown financial transitions planning major life events Jan 24, 2020
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