TransitionPG®

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Planning:

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Retirement Checkup (previous client)

Pre-Divorce Financial Review

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Guidance Plan

Moving Beyond Grief

Post-Divorce Transition

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Maintaining a Healthy Lifestyle While Grieving

Dec 5, 2025

Losing a spouse is challenging, especially during the holiday season. It’s hard to be joyous when your world has been turned upside down. To better cope with the change, it’s important to maintain a healthy lifestyle. With physical activity, eating healthy, and...

Resetting Marital Expectations

Dec 4, 2025

Expectations often shape marriage. Some expectations are spoken, but most are unspoken. Over time, these marital expectations can become sources of stress, disappointment, or conflict. Resetting them is not about lowering standards. It's about realigning hopes with...

8 Suggestions for Juggling Work And Caregiving

Dec 3, 2025

Over 41 million Americans provided some type of care to someone aged 50 or older. As the population ages, this number is expected to increase. Whether it’s emotional, physical, or financial support, caregiving while you’re working is a juggling act. If your parents...

Deciding Whether or Not to Cut the Cord

Dec 2, 2025

Are your grown children still living at home? Have you been putting less into your retirement savings to support them? Are you struggling with whether or not to cut the cord? It’s natural to want to help your kids and give them the best opportunities. But is it wise...

Living in the Present Relationship

Dec 1, 2025

With the new year approaching, it’s normal to reflect on life, especially our relationships with family and friends. During the past few weeks, I’ve been reading “Gift from the Sea” by Anne Morrow Lindbergh. It’s a reflection on life and relationships. Even though it...

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