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Articles in Financial Planning for Widows

Dealing with the death of a loved one can be tragic. A specialized financial planner can help widows or widowers take control of their financial future and move forward with their emotional and financial lives.
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Why Women Beat Out Men in Investing

by Jeffrey Charles Lewis Level 10
  According to a recent study by Sigfig, a portfolio platform, women are more likely to make money when investing than men. In this study, SigFig looked at 750,000 portfolios and analyzed the anonymized data by gender. ...(more)
Comment   |  6 days ago
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A Tale of Gender

by Carlos Sera Level 20
A TALE OF GENDER “CHURN AND BURN”     There is a reason why I call this tale A Tale of Gender.  Can you guess what it is?  If you guessed that gender doesn’t matter when it comes to your money, then you are ...(more)
Comment   |  Sep 24, 2015
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A Tale of Teamwork

by Carlos Sera Level 20
A TALE OF TEAMWORK “THE SIX MILLION DOLLAR COUPLE”     An essential component of financial success is the need to assemble a team of trusted advisors.  Other than practicing the discipline of saving money, I think ...(more)
Comment   |  Sep 24, 2015
2 votes

6 Steps to Make Sure Your Spouse is Taken Care of if You Died

by Brian Kuhn CFP® Level 17
6 Steps to Make sure Your Spouse is Taken Care of if You Died No one likes to think about the end of their life, but it can be easier to manage if you know that your spouse will be taken care of when you pass on. ...(more)
Comment   |  Sep 30, 2014 from Fulton, MD
1 vote

Perspectives on Social Security Survivors Benefits

by Steven L. Dick Level 17
For many, death is something we don’t want to talk or even think about. But the passing of the family wage earner can be devastating, both emotionally and financially, so you may want to consider what your family would ...(more)
Comment   |  May 09, 2013 from Greeneville, TN
1 vote

Widows Outnumber Widowers Four to One – Planning for Widowhood

by Steven L. Dick Level 17
It is a cold fact that most married women will one day be widows – U.S. Census figures indicate that, on average, widows survive their spouses by 14 years. In one out of five cases it won’t happen, but in the backs of ...(more)
Comment   |  May 09, 2013 from Greeneville, TN
1 vote

Couples Display Lack of Retirement Planning Teamwork

by Steven L. Dick Level 17
More than 80% of married couples disagree about important aspects of their retirement plans, according to a recent survey, the latest among several that show couples either at odds over their plans or unaware of ...(more)
Comment   |  May 09, 2013 from Greeneville, TN
1 vote

How Does Death of a Spouse Affect Income Taxes?

by Jason Hull Level 20
    Dealing with the loss of a loved one is devastating. We can never prepare for it, and moving on in life is extremely difficult to do. Financially, there are also repercussions, and they don’t just have to do with ...(more)
Comment   |  Jan 22, 2013 from Fort Worth, TX
6 votes

Eight Steps for Widows to Financial Well-Being

by Michelle L. Ash, CFP®, CASL® Level 17
EIGHT STEPS FOR WIDOWS TO FINANCIAL WELL-BEING   If you are reading this worksheet for widows because of recently losing your spouse, I offer my condolences.  The loss of one’s life partner is never easy in any ...(more)
Comment   |  Apr 11, 2012 from Jacksonville, FL
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