Be content to progress in slow steps until you have legs to run and wings to fly.
Padre Pao
About Kathleen
Kathleen Rehl, Ph.D., CFP®
Kathleen is a nationally recognized author, educator, speaker, and CERTIFIED FINANCIAL PLANNER® dedicated to empowering widows financially and guiding the professionals who support them. She operated her own planning firm for 18 years before shifting her focus to writing, teaching, and research. After her husband died, she transformed her personal grief into a mission—helping others navigate widowhood, legacy planning, and purposeful aging.
Her award-winning book, Moving Forward on Your Own: A Financial Guidebook for Widows, has touched the lives of thousands and is widely regarded as a compassionate and practical resource. Kathleen’s insights have been featured in The Wall Street Journal, The New York Times, CNBC, Kiplinger’s, AARP, and other leading media.
Now in her “ReFirement” years, she continues to write, teach, speak, and inspire others to live with intention and heart.
Read Kathleen's Story
Discover how Moving Forward on Your Own has empowered widows with resilience and confidence.
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As a former therapist and now a financial planning professional I think Kathleen has done a great job of bridging the personal and technical elements of this experience. I will use this book repeatedly and thank Kathleen for her contribution.
Tom Chancellor
Financial Planner
I am ordering several of your guidebooks to give to recently widowed clients. This book provides gentle guidance needed in such difficult times. My staff and I (one a recent widow) all agree it is the book we want to use.
April D. Hill
Attorney
I am so excited about your book! It is a much needed addition to the current literature for widows.
Michele Neff Hernandez
Founder and CEO, Soaring Spirits International
Resources
Tools and insights to help you move forward.
Whether you’re navigating life after loss, planning your legacy, or seeking deeper purpose in the years ahead, these resources are here to support you.
Articles
Practical guidance. Compassionate wisdom. Trusted by leading publications.
Kathleen has written extensively on financial empowerment, legacy planning, and purposeful aging for major outlets like The Wall Street Journal, The New York Times, CNBC, Kiplinger’s, and AARP. This curated list brings together her most impactful articles—designed to inform, inspire, and support you or the clients you serve.
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