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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 Trust and the Unknown financial transitions planning major life events

Rachel Botsman, the Trust Fellow at Oxford University, defines trust as “a confident relationship to the unknown.” Botsman’s podcast, Trust Issues is newish and I highly recommend...

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On Transitions and Restoration Stories financial transitions planning

There are many reasons to appreciate George Monbiot. He thinks in public, out loud, learning and altering his positions appropriately. He is a captivating storyteller, a delightful and insightful...

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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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