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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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Transition to Transition Fatigue major life events transition fatigue

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

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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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