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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...

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

On Your Human Experience of Change business ownership families in transition long life planning major life events retirement transition fatigue widowhood women in transition May 01, 2019