Widows Archives - B.E.S.T. Wealth Management

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Category: Widows

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 No Comments

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 No Comments

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 No Comments

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 No Comments

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 4 Comments

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 No Comments

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 2 Comments

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 No Comments

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 No Comments

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 No Comments

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 No Comments

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