Managing Your Money When You Lose Your Job

Losing your job can feel like falling into an abyss—and then having to drag yourself out on your belly through broken glass. And that’s before you even start thinking about the financial implications of having your primary revenue stream cut off. So while you’re searching for your next gig, here are a few tips to… Continue reading>

Candace: A New Widow Wondering What’s Next

Candace had just lost her husband barely two months earlier when she was referred to us. She was, understandably, in a highly emotional state. What made her so anxious to meet with a new financial advisor? Her husband had died suddenly and she had no idea whether she could safely grieve without financial worry. We… Continue reading>

Mary: Starting Over After Divorce

“This is my year” Mary declared. “I will take control of my life and my money.” After a long, ugly divorce, Mary was ready to attack the stack of financial papers that represented her sadness, confusion, fear and anger about money. “That’s wonderful, Mary. I’m here to help.  Tell me what is most important for… Continue reading>