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It's About Context...

People frequently ask my opinion on financial issues and economic events. This blog allows me to answer their questions and provide context for those things that affect their financial health.

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Intentionality and Teaching by Example: Guest Post by SMI Faculty Courtney Pullen, M.A., LPC

"What you do speaks so loud that I cannot hear what you say."

---- Ralph Waldo Emerson

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Why Good Clients Ignore Great Advice - Guess Post by SMI Faculty Member, Dr. Moira Somers

Stick around this life long enough, and you’ll become aware of a painful truth about the human condition: we often don’t do the things we ought to be doing for our own well-being. Researchers use the term ‘non-adherence’ to describe this lack of follow-through when it comes to advice.

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On Having Essential Conversations: Guest Post by SMI Founder Susan Bradley CFP®, CeFT™

When any kind of Sudden Money® enters someone's life--regardless of the origin of the money--things begin to shift within that person as well as with their relationships. Recipients of lottery windfalls and inheritances, as well as divorcees and widows, quickly develop desires and expectations for their money.

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The Personal Side Drives Decision-Making. Now What?

We here at the Sudden Money® Institute have been studying the personal side of money for over 15 years. Our original intention, following Susan Bradley's Sudden Money®: Managing a Financial Windfall (Wiley 2000), was to figure out why dealing with clients-in-transition was frequently so frustrating for financial professionals and where the disconnect was.

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"What you do speaks so loud that I cannot hear what you say." ---- Ralph Waldo Emerson