On Your Human Experience of Change

Life transitions don’t happen in a vacuum. There is no “retirement” without a person who is retiring. It’s silly just thinking about that, right? “Retirement” is a word describing a major life event that is being experienced by an individual. And that individual’s responses and decisions are directly impacted by: their emotions the amount and the […]

On Being More Human

In “The best way to beat robos: Be more human” Sarah Martinson talks about tools for relationship building, including technologies that will (ideally) “make the advice process more efficient.” We here at the Sudden Money Institute have spent over 18 years studying the personal side and have the industry’s first post-CFP, post-CIMA, post-CFA designation designed to […]