The Dreaded Ds: Bouncing Back from Financial Shocks

Recovery playbook for job loss, bereavement, and other shocks with an action-first approach. Experiencing a financial shock recovery can be one of the most challenging aspects of life, particularly when it stems from job loss, bereavement, or other unexpected events. These situations can create a ripple effect that impacts not only your financial stability but […]
How to Bounce Back From Natural Disasters

In my article on the Kiplinger Advisor Collective, I discuss the unprecedented number of major natural disasters that have occurred in the United States in 2023. It provides ten steps for individuals and families to recover from a natural disaster, emphasizing the importance of prioritizing physical and mental health, documenting damage for insurance claims, applying for FEMA assistance, […]