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...
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 handled.
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...
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...
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 on the...
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...
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 major life changing event...
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 to the reality that retirement is not that...
Silver Oak Wealth Advisors is proud to host the first Women's Circle of the year as a participant of a national movement to change the conversation for women around money. Our Circle Gatherings are a reflection of our commitment to provide a safe place for our women...
MONEY TOUCHES EVERY ASPECT OF OUR LIVES - marriage, work, health, relations with family and friends - and we know there’s no precise formula when it comes to how much we want, need, spend and expect. Recently a diverse group of 12 women from all over Los Angeles,...