Ever feel frozen or unsure of the right next step to take in your financial life? Learn about a simple tool to help you move forward — at a pace …

In this episode, you’ll learn: The challenges that can come with navigating a parent’s financial situation Why it’s important for your parents to keep some of their assets for themselves …

A Certified Financial Transitionist also goes through transitions!   Esther experienced a very deep loss when she became a widow in 2014. Now she looks forward to remarrying later in 2019. …

Episode 19  With Guest Patrice Horvath For many people, moving houses is a big transition and can be an overwhelming experience. That’s why it’s important to consider who you will …

Technology has seeped into almost every corner of our everyday lives, including our financial planning. Most of us feel a bit anxious if our cell phones and connections to time …

Global economic conditions are weaker now compared to this time last year. As an investor, what does this mean for you?  Should you be making changes? Today, Esther Szabo is …