Financial Planning Resources

For Potential Clients

Retirement

Your Happiness Portfolio for Retirement: It’s Not About the Money!
by Marianne T. Oehser

A practical guide to creating your “happiness portfolio” alongside your financial portfolio.

ESG Investing

Divorce

  • Tuft Law Podcast
    Practicing in a Pandemic: Financial Advisor Laura Kuntz discusses new federal benefits and strategies to help clients use them.

Consult your attorney for specifics in your situation.

Raising Cash During a Divorce
Divorce can be expensive. Learn how to raise cash for legal fees, etc.

Mom’s House, Dad’s House
by Isolina Ricci, Ph.D.

Loss of a Spouse or Loved One

Moving Forward on Your Own: A Financial Guidebook for Widows
by Kathleen M. Rehl, Ph.D., CFP®

An award-winning book for widows. Helpful to widowers, too!

Consult your attorney for specifics in your situation.