by Linda Cao | Jun 16, 2016 | Newsletters, Women & Money
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 issues in their life. At each event we learn...
by Linda Cao | May 5, 2016 | Financial Transition & Planning, Newsletters
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 life. A time when I felt like I was absolutely, positively stuck...
by Linda Cao | Dec 17, 2015 | Financial Transition & Planning, Newsletters, Women & Money
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 family’s traditions, I think of my mother. Like most...
by Linda Cao | Jul 31, 2015 | Financial Transition & Planning, Newsletters, Women & Money
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 age 50, has been...
by Linda Cao | May 8, 2015 | Financial Transition & Planning, Newsletters, Women & Money
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% of widows seek out new financial advisors after...
