Preserving Stability

New Publication: Middle Crossing

This is the cover of the first edition of a new publication I created for advisers about their client’s journey through middle age. I will be releasing it later on this month. Each edition will have a foundational article, two…

Continue Reading




Unavoidable Currents of Middle Age

Below is a list of the currents that swirl around the lives of middle age adults producing unchecked volatility, suffocating transaction density and deep exhaustion.  It reminds us that middle age caregivers are being stretched to the limit in all…

Continue Reading



Aging In Place Inventory

This five-factor inventory is designed to help families and advisors better understand the sustainability issues of older adults who are aging in place. Each factor of the inventory is assessed as either green, orange or red based on an estimation…

Continue Reading


Stuck in the Middle, Part 4

  Time can bring you down, time can bend your knees Time can break your heart, have you begging please, begging please ….Eric Clapton from “Tears in Heaven” Karen could feel her knees bending under the weight of the dilemmas…

Continue Reading


Stuck in the Middle, Part 3

“We sail within a vast sphere, ever drifting in uncertainty, driven from end to end.” –Blaise Pascal Here we go again Karen said to no one in particular.  Three years of pleading, cajoling and yes, threatening her eternally suborn parents…

Continue Reading


Stuck in the Middle, Part 2

  The real voyage of discovery consist not in seeking new landscapes but in having new eyes…Marcel Proust On one level, middle age seems so obvious.  Youth has officially packed up and left the building, never to return.  Both shocked…

Continue Reading


Stuck in the Middle

Thoroughly unprepared we take the step into the afternoon of life Carl Jung     My intentions for a number of years now has been to write a “second book” as a follow up to my first one.  This second…

Continue Reading