Reach out to a widow/widower

Reach out to a widow/widower

“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 never experienced. At times, they feel guilty...
Relationships During Retirement

Relationships During Retirement

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 and grandchildren. In order to estimate how much...
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...