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Family Preparedness Series: What to Do When a Loved One Passes Away

Family Preparedness Series: What to Do When a Loved One Passes Away

by South Bay Financial Partners | Jul 15, 2026 | Estate Planning, Financial Planning, Financial Therapy

A compassionate guide to navigating the emotional and financial steps ahead. Losing someone you love is one of life’s most difficult experiences. Along with the emotional weight of grief comes a long list of unfamiliar responsibilities: phone calls to make,...
Why Talking About Money Feels So Hard — and How to Start the Conversation

Why Talking About Money Feels So Hard — and How to Start the Conversation

by South Bay Financial Partners | Mar 26, 2026 | Financial Therapy

Many adults feel uncomfortable talking about money. Questions about budgeting, investing, or debt can carry a surprising amount of embarrassment — often because people assume they should already know the answers. But the reality is that most financial knowledge isn’t...
Navigating the Emotional Side of Holiday Stress

Navigating the Emotional Side of Holiday Stress

by South Bay Financial Partners | Dec 9, 2025 | Financial Therapy

In Part 1 of this series, we explored practical ways to reduce holiday money stress by giving yourself compassion when your budget doesn’t look the way you wish it did, setting realistic spending limits, and planning ahead. But not all holiday stress is about dollars...
You Just Inherited 3M – What Now? Advice from a Financial Therapist, CFT-I

You Just Inherited 3M – What Now? Advice from a Financial Therapist, CFT-I

by South Bay Financial Partners | May 18, 2022 | Financial Therapy

And… why does it not feel as great as it sounds?  You just inherited 3 million dollars. Or maybe the company you work for just went public or you sold your business for 5 million. Or perhaps unbeknownst to you there was a $1 million generational wealth transfer...

Recent Posts

  • Family Preparedness Series: How to Prepare Your Family Before You’re Gone
  • Family Preparedness Series: What to Do When a Loved One Passes Away
  • How to Build the Right Team for a Successful Business Sale
  • How to Prepare for a Productive Meeting with Your Financial Planner
  • Why Talking About Money Feels So Hard — and How to Start the Conversation

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