Publications
Insights & Strategies to guide your journey
Explore Trusted Resources
Explore a curated collection of articles, podcast interviews, and event features—designed to help you make sense of financial life planning and investment management. Whether you prefer to read or listen, these resources offer practical guidance, heartfelt stories, and real conversations.
Here, you’ll find more than just financial advice—you’ll hear my story, the voices of those I’ve helped, and reflections from the road I’ve walked both personally and professionally.
Each piece is created to offer clarity, connection, and confidence as you navigate life and money—on your terms, and in your time. These resources reflect my commitment to guiding widows, caregivers, and purposeful planners toward stability, security, and peace of mind.
Highly Sensitive Money with Diana Gisel Yañez: Transforming Grief Into Purpose
NOVEMBER 2024
Financial Tips for Widows and Widowers
SEPTEMBER 2024
Widow 180 The Pocast with Jen Swinck: Reaching Back to Help Others Move Forward After Loss!
AUGUST 2024
How Advisors Can Protect Older Clients From Financial Scams
AUGUST 2024
Real Talk with Life After Grief Chris
AUGUST 2024
The Rewards Financial Advisors Find Working with Niche Clients
JULY 2024
Kate Mollison: Happily Never After Episode 16- Finances
JUNE 2024
Tony Stuer - The Get Ready Money Podcast with Megan Kopka: The Modern Widow
JUNE 2024
Kick it Open with Shelby Nicholl: What Do Modern Widows Really Need from Financial Advisors?
MAY 2024
Few Americans put their pets in their wills. Here's why they should.
APRIL 2024
Revolutionizing Widowhood
November 2023
City of Wilmington recognizes the work of the Modern Widows Club with proclamation
JUNE 2023
Local community receives proclamation from state for International Widows Day
JUNE 2023
Bright Minds with Ash Mon: Bittersweet Moments
JANUARY 2023
Healthy Love and Money: When Financial Planning is More Than Financial Planning
DECEMBER 2022
Cape Fear Modern Widow's Club
June 2022
Own Your Choices, Own Your Life Podcast: One Well Widow With Kathi Balasek
APRIL 2021
Growing Your Finances and Growing Through Grief with Tim Howard
FEBRUARY 2022
How Much Life Insurance Do You Need?
SEPTEMBER 2021
Carolyn Moor, founder of Modern Widows Club, to speak at community event Tuesday
JULY 2021
The Modern Widows Club helps and empowers women
JUNE 2021
Widowhood Support: Modern Widows Club helps women through loss, gaining strength
MAY 2021
The Back-To-School Financial Primer Every Teacher Needs
SEPTEMBER 2020
Marketing With Pizzazz: How Photos Can Enhance Your Digital Image
SEPTEMBER 2020
Making Trusts for Special Needs Kids
SEPTEMBER 2020
Advisor's Advice: What Was Your College Major?
AUGUST 2020
Taming Your Inner Bear
JUNE 2020
Advisors Bolster Online Presence as Coronavirus Shuts Down In-Person Meetings
APRIL 2020
Remembering Keith Kopka
MARCH 2014
Living with ALS: The Final Chapter
MARCH 2014
Never Quit: Local coach diagnosed with ALS teaches valuable lesson
APRIL 2012
Girls Just Want to Have Funds
MARCH 2012