Legal Settlement

Curated By:

Traci Kaas

Welcome

Welcome to the Resource page for Legal Settlement.

About the curator:
Traci Kaas, CSSC, CeFT®, is the founder of Kaas Settlement Consulting in Irvine, CA. She holds her Series 6,7, 63 & 65 Licenses and Life insurance licensed in all 50 states and as well as her designation from Mendoza School of Business at the University of Notre Dame as a Certified Structured Settlement Consultant.

Did you know?

1 in 20older adults indicate some form of perceived financial mistreatment.
Only 1 in 44 cases of financial abuse is ever reported.

Curated Content

From Our Blog

Get Your Signed, Hardcover Sudden Money Book!

by Mary Martin, PhD

When money changes, life changes, and when life changes, money changes. In the late 1990s, while I was still a practicing Certified Financial Planner®, I was struck by all of the stories of windfalls-gone-wrong. For some reason, when people won the lottery or received large insurance settlements or inheritances, their stories often took unfortunate turns. […]

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Uncategorized

On 2021 Being Less Bad With Mindfulness

by Mary Martin, PhD

There’s something poetic about allowing December to be as bad as it can be. First, there’s eating too much and drinking too much. That gets parlayed into not exercising, not doing my mindfulness. And finally there’s doomscrolling and continuing to argue with family members over the election in the USA. I think I could be […]

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Mindfulness

What COVID revealed to me about communicating with the elderly and other thoughts.

by Joan Cox

The week before my mother-in-law turned 98, I received a call at 3:15 in the afternoon saying that her assisted living facility would stop family visitation as of 6 p.m. that evening. She lives in a CCRC (Continuous Care Retirement Community) which accommodates independent, assisted, and skilled nursing. As I was near the exit to […]

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Families in Transition, FTI/SMI Community, Long Life Planning, Major Life Events, Retirement, Women in Transition

On Grief and Hugging Yourself

by Mary Martin, PhD

I love it when people come to my free, online, 30-minute, self-care sessions and tell me that the reason they’re there is to take a nap. Need to come on, say hi on camera, and then turn the camera off and cry for 30? Or leave it on and cry? Go for it. Don’t want to […]

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Financial Transitions Planning, mindfulness