Serenity Life Transitions

Serenity Life Transitions Kate Moseley, CDFA®️CDS®️
Financial clarity for life’s most pivotal moments
Divorce • Reinvention • New beginnings

03/20/2026

Divorce changes a lot, but one thing often gets overlooked: long-term care planning.
I hear the same misconceptions all the time:
“It won’t happen to me”
“Medicare or Medicaid will cover it”
“I’ll just use my savings”

Here’s the reality:
Once you turn 65, there’s about a 70% chance you’ll need some form of long-term care.

And most people aren’t fully prepared for the cost, coverage gaps, or decisions involved.
If you’re divorced, this kind of planning becomes even more important—because the assumptions you may have relied on before may no longer apply.

The good news? You have options - especially if you start planning early.

💡 Want help getting the conversation started?
Download my free guide at the link in my profile.

03/17/2026

What can a financial advisor do for you? Hint: It's more than you think.

Join Managing Partner, Matthew Atwood CFP®, this Thursday, March 19th, at 1 PM EST, 11 AM MST, for a look behind the curtain of how we manage & protect your wealth.

This webinar is an educational deep dive into the "why" and "how" of our investment process. If you have ever considered working with a financial professional, this session will show you how we build, protect, and grow your portfolio during times of peace & peril.

RSVP to save your spot today: https://www.timewisefinancialllc.com/events/webinar-a-transparent-conversation-about-our-strategy-and-products

03/04/2026

Matt with some tariff info 👇🏼

March is Autoimmune Awareness Month.Living with an autoimmune disease has taught me that strength doesn’t always look lo...
03/02/2026

March is Autoimmune Awareness Month.
Living with an autoimmune disease has taught me that strength doesn’t always look loud. Sometimes it looks like showing up on the hard days.

Autoimmune illnesses are often invisible, unpredictable, and misunderstood, but the people living with them are resilient beyond words.

If you’re fighting a battle no one can see, I see you. 💜


02/18/2026

Financial Advisors are not just for the uber-rich or those months away from retirement. It's for everyone! Our firm helps purpose-driven individuals and families pursue financial clarity, freeing up more of their most precious asset: Time.

Sound like you? Schedule an appointment: https://calendly.com/twfwealth/get-to-know-you-phone-call

02/12/2026

After Divorce, Many Women Ask One Question…

“If something happens to me … who will take care of me?”

Long-term care planning is about answering that question before someone else has to.

This new year, take control of your future, your choices, and your independence.

Click the 🔗 in my profile to get your free copy of “Take the next step for your future” a helpful questionnaire that can help guide LTC conversations with your family and financial professional.

singlemom women over40 longtermcare

02/11/2026

Retirement savings don't have to start with an inheritance or cushy tech job; they can start with your monthly budget. 📝

If you ask us, we’d tweak the 50/30/20 rule to include an emergency fund in your "fun" money. Why? Because what is more fun than having enough cash to cover a crisis!

If you have any extra room in your budget, we suggest you prioritize taking care of your needs now and in the future. This economy may make it a bit more difficult; however, with time, prioritization, and dedication, you can still have a sweet retirement.

Let us know if you want to talk! 💸

Education brings peace, especially during turbulent times. If you’re in the midst of a life transition (divorce, loss of...
02/04/2026

Education brings peace, especially during turbulent times.

If you’re in the midst of a life transition (divorce, loss of spouse/partner, job loss) you don’t have to navigate it alone.

See my link in bio to schedule a free consultation today.

02/03/2026

Serenity now.

😂 A little explanation of where I came up with my handle.

Divorce can feel like Groundhog Day.Same arguments. Same realizations. Same “haven’t we been here before?” feeling.Until...
02/02/2026

Divorce can feel like Groundhog Day.

Same arguments. Same realizations. Same “haven’t we been here before?” feeling.

Until one day, you wake up and realize the lesson finally landed and you’re ready to choose something different.

Growth isn’t instant. Sometimes it’s repetitive. And that’s okay.

Address

3380 Trickum Road
Woodstock, GA
30188

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