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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...

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What COVID Revealed to Me About Communicating with the Elderly and Other Thoughts families in transition fti/smi community long life planning major life events retirement women in transition

The week before my mother-in-law turned 98, I received a call at 3:15 in the afternoon saying that her assisted living facility would stop family visitation as of 6 p.m. that evening. She lives in...

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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...

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