Navigators: How to Guide Clients Through Big Life Changes
A new certification helps advisors with the human side of guiding clients through major transitions like retirement.
The CFT Training Process
Certified Financial Transitionist training offered through the Sudden Money Institute (SuddenMoney.com) consists of four parts, which can be completed together or individually
Communicating (or Not) During Tough Transitions
“One of the things that Sudden Money techniques help us do is structure meaningful conversations,” said Peggy Frye, who completed Certified Financial Transitionist training in 2013.
Gender and Change
In a survey with More magazine, Susan Bradley asked 222 women whether men and women manage transitions differently. A surprising 95% said yes. The differences fell into three categories.
Collaborative Divorce: A Win-Win Dissolution
Remember Kramer vs. Kramer? The War of the Roses? A newer divorce process is much kinder to clients and their finances.
The 13 Anchors of Collaborative Divorce
Before undertaking collaborative divorce, spouses must agree to these “13 anchors” of the process.
Responsibilities of a Financial Neutral
The financial neutral on a collaborative divorce team works very closely with the divorcing couple and the team members to bring clarity and understanding to the family's finances with the goal of helping the couple achieve a mutually agreeable settlement that works for the family […]
A Solution for Gray Divorces
The escalating divorce rate for people who are 50 and older is taking a toll on today's and tomorrow's retirees.
Women, Money and the Confidence Gap
In recent years, banks, brokerage firms and fund companies have pulled out all the stops to make women more confident about money.
Katty Kay, one of the two authors of “The Confidence Code,” told us she had always felt that others were slightly smarter than she was.