Kathleen's Publications

Kathleen enjoys writing, where she can reach out to others beyond the clients she serves. Listed below are some of her published articles.

Her forthcoming book, Moving Forward on Your Own: A Financial Guidebook for Widows, will be available in late July.

Simply click on the titles below to view Kathleen's articles.

Making a New Widow's Life Easier
This article was written for other financial professionals, sharing Kathleen's experience as a widow herself and how she works with these clients.
Refocus Clients to Big-Grin Goals
This article was written for other financial professionals, sharing an idea Kathleen uses in her practice.
Retirement Projections and Sailing to Ireland
Put Your Gratitude Into Action!
Buy Experiences and Invest in Memories
We're All Going to Die Someday
How to Pay for Your Long Term Care
One-on-One Interview with Investment News

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Kathleen's Publications

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