Estate Planning Issues Unique to Women
While estate planning is important to all people there are a number of issues that specifically impact women. These issues, if not properly addressed, can
September 6, 2022
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Category: Widows
How to Easily Determine Your Monthly Expenses
Have you ever wondered how much money you spend on a monthly basis? This is a number that alludes many people, but today I’ll show
May 26, 2022
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Summary of the American Rescue Plan Stimulus Bill
On Thursday, March 11, 2021, President Biden signed into law the $1.9 trillion American Rescue Plan. Below are highlights of the bill: Stimulus Payments
March 12, 2021
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Is Your Pension Safe?
Many pension plans are under a lot of stress due to the coronavirus. In today’s article, I discuss what you need to do to protect
August 12, 2020
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How to Truly Know if You Should Refinance Mortgage
Many people understand that the decision to refinance involves more than just how much money they will save on a monthly basis. They also understand
June 3, 2020
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Should Your Entire IRA Be Converted to a Tax-Free Roth IRA?
In last week’s blog post I discussed the importance of converting some of your taxable IRA to a tax-free Roth IRA to protect against higher
May 27, 2020
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Summary of CARES Act Stimulus Bill
On Friday, March 27th, President Trump signed into law the historic $2 trillion stimulus bill (aka The CARES Act – Coronavirus Aid, Relief, and Economic
March 30, 2020
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A Financial Planning Checklist for Widows
Losing a spouse is a very difficult thing to deal with. Not only is there grief, but also stress in dealing with the finances. My
September 19, 2018
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3 Sure Fire Signs You Need to Hire a Financial Advisor
While there are many reasons that a person would handle their own financial planning and investing, today I will share with you 3 sure fire
June 27, 2018
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How Financial Planning Helps You When Your Spouse Dies
We’ve had several clients unfortunately lose their spouses (some at a very early age) over the past few years. So today, I want share with
June 13, 2018
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Your 1st Year as a Widow: Top 10 Things To Do Right Away
Losing a spouse is a tragedy that bears great pain. For many widows, the husband handled the finances and now they find themselves not only
February 14, 2018
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