Legal Settlement

Curated By:

Traci Kaas

Traci Kaas


Welcome to the Resource page for Legal Settlement.

About the curator:
Traci Kaas, CSSC, CeFT®, is the founder of Kaas Settlement Consulting in Irvine, CA. She holds her Series 6,7, 63 & 65 Licenses and Life insurance licensed in all 50 states and as well as her designation from Mendoza School of Business at the University of Notre Dame as a Certified Structured Settlement Consultant.

Did you know?

1 in 20older adults indicate some form of perceived financial mistreatment.
Only 1 in 44 cases of financial abuse is ever reported.

Curated Content

From Our Blog

Get Your Signed, Hardcover Sudden Money Book!

by Susan Bradley

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 windfalls-gone-wrong. For some reason, when people won the lottery or received large insurance settlements or inheritances, their stories often took unfortunate turns. […]

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The increased divorce rate for the over 50 population.

by Linda Cao

Linda Cao, one of SMI’s esteemed curators notes down her thoughts on the article about the increased divorce rate for the over 50 population. I agree with Cary Carbonaro on how women in over 50 age group are driving divorce and divorce rates are surging. I’d like to add that another reason for the surge […]

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CeFT® Training, Divorce, Families in Transition, FTI/SMI Community