Blog

Get Your Signed, Hardcover Sudden Money Book! uncategorized

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...

Continue Reading...
The Increased Divorce Rate for the Over 50 Population ceft® training divorce families in transition fti/smi community

Linda Cao, one of SMI’s esteemed curators notes down her thoughts on the article about the increased divorce rate for the over 50 population.

I agree with Cary Carbonaro on how women in over...

Continue Reading...
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...

Continue Reading...