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...
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...

Continue Reading...
On Self-Awareness and Hogwarts Houses business ownership divorce families in transition financial transitions planning long life planning retirement widowhood windfall women in transition

In Why Self-awareness is a Gift,Gregory J. Hahn writes:

“Self-awareness is the foundation of emotional intelligence. Paradoxically, self-awareness is a gift we cannot give to someone else....

Continue Reading...
Aging and Longevity families in transition financial transitions planning long life planning major life events

Why am I passionate about this subject? When I began my work as a financial planner, in 1984, the oldest client I had was 75. I didn’t know anyone who was 90. That demographic has shifted,...

Continue Reading...
1 2