Articles about financial transitions
Over the last fifty years, life styles and life spans have changed dramatically. Anne Bedinger recognizes the new issues, challenges, needs, and opportunities those create for her clients. She has invested significant time and effort in achieving Financial Transitionist® certification through the Sudden Money Institute (SMI) to better serve clients through the several transitions that may occur in their lives.
Here is a list of potential transitions and related SMI articles that put them in perspective.
- Understanding financial transitions
- The Case for a Formal Financial Transitions Process
- Signs of Transition Fatigue: There are at least six areas of your life that are affected by transitions: cognition, emotions, behavior, physical functioning, relationships and work performance. Within each, we’ve identified several warning signs that the particular area is degrading in quality.
- The Reality Between the Two Myths of Sudden Money: Awareness of change as a process is the first step to creating success with Sudden Money. Transitions require the adjustment and management of expectations, and that must be respected.
- Fiscally unequal relationships
- Preparing for a predictable financial, life-changing event such as retirement or starting or leaving a business
- Divorce / widowhood / remarriage
- Financial windfalls such as a large inheritance, business contract, lottery winnings, insurance payouts. Preparation for the receipt of the money is a major factor in how well it is integrated into the recipient’s life.
- Leaving a legacy
- Creating Your Living Legacy Project: The Sudden Money® Institute recognizes that we all have three legacies: past, present and future. As a result WWG has access to their process and protocols for acknowledging and honoring the those legacies that are especially relevant during times of transition.
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