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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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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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Sudden Money Institute
It’s Time for Your Formalized, Self-Care Plan
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It’s Time for Your Formalized, Self-Care Plan financial transitions planning major life events mindfulness

In the world of mindfulness, we talk a lot about self-care. There are a lot of things you can do to best position yourself to meet each day as best you can. From good sleep hygiene to eating well...

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On Trust and the Unknown financial transitions planning major life events

Rachel Botsman, the Trust Fellow at Oxford University, defines trust as “a confident relationship to the unknown.” Botsman’s podcast, Trust Issues is newish and I highly recommend...

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