by Linda Cao | Mar 13, 2025 | Financial Transition & Planning, Women & Money
In a safe and supportive space, our Women Circle attendees experienced what true connection and compassion feel like, reflected on past challenges, and shared the tools and resources that helped us overcome them. We recognized the deep commonalities in our life...
by Linda Cao | Mar 7, 2025 | Financial Transition & Planning, Newsletters
Recent headlines and events have left many of us feeling unsettled—from the devastating Southern California wildfires to widespread government layoffs, and the impact of tariffs and rapidly shifting domestic and international policies. For those directly affected...
by Linda Cao | Dec 17, 2015 | 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, 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, 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...
