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...
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,...

Continue Reading...
On Your Human Experience of Change business ownership families in transition long life planning major life events retirement transition fatigue widowhood women in transition

Life transitions don’t happen in a vacuum.

There is no “retirement” without a person who is retiring. It’s silly just thinking about that, right?

“Retirement” is...

Continue Reading...