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Jan 31, 2024

Curve Ball Life Planning™: Taking Over Financial Decision-Making

"Widowhood" doesn't only result from the death of a loved one. Many aspects of it can also come from progressive dementia or a sudden stroke that disrupts the roles each partner can play – from emotional support to making financial decisions. How can you prepare and navigate these curve balls?

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Jan 26, 2024

5 ways to support a widow on Valentine’s Day

While many holidays prove to be a difficult time for people, romantic holidays such as Valentine’s day are an especially important time to lend a widow your support. Here's how.

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Dec 13, 2023

Money-mindset: family festivities & financial wellness

How can you foster a healthy money mindset with your family this holiday season? We've found 5 tips to guide you.

Image for Curve Ball Life Planning™: Preparing for Life After You

Dec 10, 2023

Curve Ball Life Planning™: Preparing for Life After You

If you haven't already prepared for one of life's curve balls, we're here to apply everything we've learned to get you prepared financially – quickly and effectively. Our goal is to let you be able to focus on your shared time with the ones you love.

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Dec 10, 2023

Curve Ball Life Planning™: Sharing Later-Life Wishes with Adult Children

Each family will deal differently with the topic of 'later-life wishes. We're here to help you share those needs and preferences with loved ones. It’s part of what we call Curve Ball Life Planning™.

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Nov 8, 2023

Curve Ball Life Planning™: How to Prepare for Caregiving

While curve balls can’t all be avoided in life, they can be made more manageable if you’ve taken the time earlier on to prepare for caregiving or long-term care. We call it Curve Ball™ Life Planning.

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Oct 17, 2023

Curve Ball Life Planning™: building a trusted dream team

Every marriage or emotional partnership will eventually face some of life's various curve balls. How each event is dealt with depends on the unique nature of the relationship between the two people and the degree of formal and informal preparation.

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Sep 1, 2023

Sowing the Seeds of Personal Growth From Grief

The death of a partner or spouse can become a catalyst for introspection, prompting us to live with intention and purpose. Here are some suggestions on how to get started on the journey of growth from grief.

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Aug 17, 2023

Curve Ball Retirement Planning for Couples

Retirement planning for couples is not all that different from planning for individuals – it just takes infinitely more communication. Let’s look at the steps that planning should take, regardless of whether you’re newlyweds or nearly retired.

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Jul 17, 2023

Finding Your Wings in Widowhood

Life, and widowhood, is a journey of self-discovery, and one of the most interesting aspects is unraveling the layers of our own individuality. Let’s explore how to cultivate a sense of joy, adventure, and freedom as you embark on the path of self-discovery on your own.

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Jul 15, 2023

Curve Ball Life Planning™: The other conversation

The consequences of the unknown can be minimized by having two conversations. The first conversation entails organizing your financial life and tying up all the loose ends left after we're gone.

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Jun 12, 2023

Summer books to feed the mind

Summer definitely conjures up images of sitting under a beach umbrella or shade tree, with time to read those books we put on our "must-read" lists.

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