by Linda Cao | Sep 12, 2025 | Financial Transition & Planning, News & Media, Newsletters, Women & Money
As we approach the end of summer, I hope you’ve had moments of rest, joy, and connection with the people you love. Life has a way of bringing both the changes we prepare for and the ones we never see coming. It’s hard to believe it’s been eight months since the...
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 Joel Framson | May 5, 2016 | Uncategorized
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 to be...
