After owning a fee-only financial planning firm for over 20 years, I retired from serving clients in late 2021. I am now busier than ever – writing a new book titled Sage Choices After 50, writing articles, speaking (including podcasts), and helping journalists with their articles. I love being the “go-to person” on money and happiness!

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It is never too late to make small changes and become happier! Join me to receive monthly articles as well as chapters of my upcoming book.

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I am excited that you are becoming a part of our supportive community!

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Sincerely,

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