Monthly Archive: May 2020

COVID-19 Financial Planning Insights

COVID-19 Financial Planning Insights

Every American has been impacted by COVID-19 in some way. On Monday, March 16, America started to shut down en masse. As we complete week 11 of COVID-19 related school, business, and organization closures,...

More COVID-19 “Flipped Switches”

More COVID-19 “Flipped Switches”

In late March, I described my new book called, Flipping a Switch, which will be now be out in June due to COVID-19 delays. The book describes 35 “flipped switches (i.e., transitions) that people...

How to Handle a Furlough: Part 2

How to Handle a Furlough: Part 2

Two weeks ago, I wrote a postabout furloughs. Since that time, I have researched this topic some more and prepared slides for a webinarabout furloughs sponsored by the Association for Financial Counseling and Planning...