Kiplinger

The Great Change! (Is COVID Leading to Life Changes?)

One of the most unique things about my job is seeing people at all different stages of life.  I’ve seen more people change jobs, retire, get married, get divorced, have kids, have grandkids, etc. than most people you know. After more than two decades in the business of helping people navigate their finances and lives, I’ve pretty much seen it all.

I tell you this simply to point out that my job comes with a perspective that most people don’t get to see. I simply see people go through every stage of life thousands of times, making important decisions and big moves along the way.

The past several months I

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