widow looking into space

On Widows and Decision Free Zones

When I read “Clients Who Lose a Spouse Require Both Empathy and Skill” by Juliette Fairley in Financial Advisor’s online magazine, I was encouraged by the several mentions of the non-financial needs of widows. I immediately contacted Robin Young, CFP®, RLP®, who is a Mastery-level Certified Financial Transitionist® and has been working with widows for decades. […]

On Understanding Transition Traits

Life transitions don’t happen in a vacuum. There is no “retirement” without a person who is retiring. It’s silly just thinking about that, right? And yet, financial services professionals often treat “retirement” as their subject. They plan for “retirement” with their very helpful toolbox of technical assessments and fixes. But “retirement” is actually a word […]