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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 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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On Being More Human families in transition financial transitions planning major life events

In “The best way to beat robos: Be more human” Sarah Martinson talks about tools for relationship building, including technologies that will (ideally) “make the advice process...

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