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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 the Bezos Divorce as a Sudden Money® Event divorce windfall

With so much media time and space being occupied with stories about the Bezos divorce, what we haven’t seen is commentary from experts regarding this divorce as a sudden money® event....

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On Your Human Experience of Change business ownership families in transition long life planning major life events retirement transition fatigue widowhood women in transition

Life transitions don’t happen in a vacuum.

There is no “retirement” without a person who is retiring. It’s silly just thinking about that, right?

“Retirement” is...

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The Playbook for When Life Changes ceft® training families in transition financial transitions planning long life planning major life events retirement

Life is change.

And most of us didn’t get any kind of formal training on what to do when anticipating a major life change or when one is suddenly upon us. I find this odd considering just how...

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