MONEY, MARRIAGE & HAPPINESS
When I first got the idea for this topic I immediately thought of my husband and The Beatles tune, “Can’t Buy Me Love.” You remember that song: I’ll buy you a diamond ring my friend if it makes you feel […]
Read MoreMake-up and Personal Finance – Make the Best Decisions
Last month I almost made a bad decision. It was the day before my Women’s Conversation Café – a regular event I host for women to share stories and experiences around money with family and friends and talk about important […]
Read MoreJoel Framson Joins CalCPA Podcast on “Tough Decisions for Widows & Widowers”
Joel was recently featured in a podcast highlighting the trials and tribulations faced by widows and widowers and the importance of having a Certified Financial Transitionist to assist in the process of prioritizing and working through the myriad of tasks […]
Read MoreThe Support We Need to Get “Unstuck”
As I changed my clock for daylight savings a few weeks ago, it got me thinking about time moving forward and how we move forward in our lives. I remembered one of the hardest times I’ve ever had in my […]
Read MoreCreating The Family Tradition Of Money Wisdom
IT’S THAT TIME OF YEAR. A time to be with family and friends. A time to reflect on the year we had and the year to come. It’s the season for celebrations, resolutions, and traditions. When I think about my own […]
Read MoreMarket Update: June 30th – August 31st, 2015
Background and Overview As we suspected early in the year, this has been a volatile period for the domestic and international stock markets. This is in stark contrast to the placid U.S. market in 2014 that may have given everyone […]
Read MoreGrey Divorce – Am I Going To Be Okay?
Grey divorce is a difficult life transition and in order for this transition to be successful, it requires time, self-care, good planning and willingness to adapt. In the last 25 years, grey divorce – people ending a long-lasting marriage after […]
Read MoreTop Challenges Facing Attorneys When Contemplating Retirement: The Elephant in the Room
Have you ever advised a client on the sale of their business and finished the document drafting only to learn the client changed his/her mind? This phenomenon also explains why your estate planning clients don’t finalize their estate plans, and […]
Read MoreWhen Two Becomes One – What Widows Need
A widow needs an advisor with a process for keeping her safe while she takes the time to heal. And she needs that person as soon as possible. There is a well-known fact in the financial services industry: about 70% […]
Read MoreMoney & Life Transitions: When Life Changes, Money Changes
As professionals in wealth management, family law and estate planning, we owe more to our clients than simply coming up with the financial and technical solutions to their problem. It’s a reality that every person will experience at least one […]
Read MoreFinancial Transition Planning – For the Disruptive Life Events
Change is integral to life. So, couldn’t we agree that at some point in our lives, maybe more than once, each of us will be confronted with a major life change? It could be as universal as suddenly being awakened […]
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Protected: Where To From Here?
There is no excerpt because this is a protected post.
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