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A Resource to Share with Clients: A Window into Widowhood
A moving new short-form documentary premiered on International Widow Day offering a glimpse into the lives of widowed men and women navigating life after profound loss.Camp Widow, produced by Emmy-winning filmmaker Michèle Stephenson and distributed by ITVS, follows the stories of attendees at one o...
07.14.25 03:24 PM - Comment(s)



America is aging. Between 2010 and 2020, the number of people aged 65 and older grew by 38.6%– (U.S. Census Bureau). With this demographic shift, the demand for senior care is skyrocketing. Whether you’re searching for a loved one, a client, or even planning for your own future, finding the rig...

05.29.25 02:40 PM - Comment(s)


A recent study by This Can Happen Global, an organization dedicated to supporting mental health in employees, revealed that current bereavement leave policies are falling short for many employees. 51% of respondents who had experienced a bereavement felt unsupported by their organizations, 46% ...

10.08.24 03:35 PM - Comment(s)


You may have seen news reports of a new drug, Kisunla, approved for treating Alzheimer's. The following information should help you talk with clients about it, and perhaps also help you within your own family.

 

Keep in mind that no drug cures Alzheimer's, reverses symptoms already present, or ev...

08.23.24 11:45 AM - Comment(s)

Recently, I was quoted extensively in an article for the Daily Herald newspaper. It is available here, but requires a subscription.

Here is a repost of the article contents, enjoy!

06.24.24 11:47 AM - Comment(s)


March 3-9 is National Consumer Protection Week and a great to time to increase awareness around scams and fraud. Financial fraud can have devastating consequences, sometimes causing irreparable damage to an individual's savings and overall financial stability. Older clients may be particularly vul...

03.24.24 04:10 PM - Comment(s)

“Thoughts and Prayers." I’m sure you’ve seen (and used) the phrase to sign off on a card or to post on social media when responding to a death, illness, or other difficulty. It used to be seen as a sincere and well-received wish. However, when it became the ubiquitous response to mass shootings...
03.21.24 05:07 PM - Comment(s)


Part of the value you offer to clients is a sense of security. If a client knows their money is in good hands, they feel financially safe. But this kind of security is something that hundreds of thousands of other financial advisors can provide. What if you set yourself apart by also providing your ...

09.29.23 08:00 AM - Comment(s)

Imagine a client’s daughter was in a bad car accident and is now in the hospital for what looks to be an extended stay. You call your client and spend 20 minutes asking questions and listening as the client pours out the story. At the end of the call, you promise your continued contact and support....

08.28.23 03:24 PM - Comment(s)

When we ask people to tell us about something important to them, they rarely start with facts and statistics. They tell stories. Stories are how we make sense of our lives. They comfort us, define us, and allow us to remember people and events long after they are gone.

This is especially true after ...
06.27.23 11:24 AM - Comment(s)