Reach out to a widow/widower

Reach out to a widow/widower

(Update to original post from January 30, 2017) “It’s the little things you miss the most,” my client, whose spouse passed away three years ago, shared with me. “Life goes on, but it’s different.” Some people, when their spouse passes away, gain a freedom they’ve...
Relationships During Retirement

Relationships During Retirement

(Update to original post from December 18, 2018) When helping individuals and couples plan for retirement, one of the key things we discuss is their personal relationships. For example, some people envision planning a family gathering annually with their adult kids...
Defining “Family” for the Guest List

Defining “Family” for the Guest List

The term “family” traditionally means people who are related to you by blood or through marriage. It includes your spouse, kids, parents, siblings, in-laws, aunts, uncles, etc. It doesn’t matter if these individuals regularly interact with you. They may only know of...