Books/Resources

Books and Articles Authored by James F. Thomas, Jr.
In addition to his pioneering efforts in family wealth management and as a community leader, James F. (Buddy) Thomas, Jr. is also a published author and frequent national speaker on trends in the financial services industry. His books include: The Coming Widow Boom - What You And Your Loved Ones Can Do To Prepare For The Unthinkable and The Widow's Bridge - The Surviving Spouses Guide to Emotional and Financial Well-Being.

The Coming Widow Boom – What You And Your Loved Ones Can Do To Prepare For The Unthinkable This book is a virtual tour over The Widow’s Bridge®, A Two Year Transition Plan for Surviving Spouses. It is written for for those who would use the role-play as an exercise to identify what can be done now, before this inevitable event to prepare for the ensuing transition. Inspired by an actual client (who wanted to observe the meeting Superior Planning, Inc. would have with his spouse the month after his death) it initiates a dialogue that compels family leaders to take action and make estate planning arrangements in line with their most intimate desires now, rather than letting family members or a probate judge try to figure out what to do later.  Ironically, this “begin with the end in mind” approach helps family leaders make more informed, better financial and wealth management decisions today. To order a copy of one of our books, simply call the Superior Planning, Inc. office at office at 858.546.1046 or email us at carol@superplan.com