My Story


As a zesty Boomer, I’m gratefully giving and growing . . .  using my skills and experience to encourage others to live their best life, too.


Now in my 76th year, I love being "reFired"! That’s NOT vintage retirement. Rather, this chapter is about family, fun, focused purpose, friends, and fitness.


I still pen pieces about widows and money, while also writing legacy stories, poems, and letters. I continue speaking at selected conferences and lifelong-learning centers. Plus, I help charitable organizations grow their endowments.


Since my guidebook for widows was published, I've moved forward in many ways. So can you after a major transition such as widowhood. I hope you find the tools and articles on my site interesting. Thanks also to professionals and friends assisting my "widowed sisters."


Want a full resume and story of origin from my heart? Go here to read that.

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Free Tools


2021-22 Selected Stories & More 


"Here Are the First Financial Steps to Make After Losing a Spouse"

"You Are Wealthier Than You Think"

"Giving Twice"

"How to Help Widows Avoid Financial Risks of Remarriage"

"Does Your Mother's Legacy Shape Your Own?"

"Shake Up Your Brain a Bit and Get Outside Your Comfort Zone" 

Journal of Financial Service Professionals

"Financial Satisfaction Postwidowhood: The Role of Resilience"

"Better Than Dollars"

"Thoughts After My 75th Birthday"

The Apple Tree

"Great Grandma's Bell"

"5 Easy Steps to Write a Legacy Letter for Family and Friends"

" Financial Advice for Widows: What to Do Before You Remarry" 

180 Articles Including Research Studies

About Kathleen's work

"Focus on Investment Factors You Can Control"

"The Joy of Reading Picture Books Virtually with My Long-Distance Grandchild"

"I’m “Giving It Twice,” Helping My Son & Leaving a Lasting Legacy"

"6 Know-It-All Statements New Widows Don’t Want to Hear (and Alternatives That Are Actually Helpful)"

"How We Hosted Camp 'Grandma  & Grandpa' During the Pandemic"

CA Lutheran Univ. webinar


Practical aspects of working with widows interview

"Jane Fonda and I Happily Agree About Drinking After 60"

The Chicago Money Show

"Aging Gracefully and Money"

"Two Ways I Found Later Life Love"

"Pennies from Heaven: Gifts from
My Guardian Angel"

"I Remember Growing Up in a Four-Generation Household"

"Final Thoughts"