Long-life Planning

Curated By:

Joan Cox

Joan Cox

Welcome

Welcome to the resource page for long-life planning.

Did you know?

80is the new 60.
More than 10,000 peopleturn 65 every day in the United States.
By the year 2050,the number of people that will be 80 or older will exceed the current population of United States.

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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Uncategorized

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

On the Bezos Divorce as a Sudden Money® Event

by Linda Cao

With so much media time and space being occupied with stories about the Bezos divorce, what we haven’t seen is commentary from experts regarding this divorce as a sudden money® event. I’m a Certified Financial Transitionist® who works mostly with women divorcees, and I’d like to address some obvious and not-so-obvious human issues from the […]

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Divorce, Windfall