Blog
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...
As life planners, we need to understand the impact of transition on our clients. Recognizing that life events are not just a moment but a stressful change. These events, whether positive,...
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...
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...
