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.
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)
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)
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)
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)
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)
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)
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)
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)
Information is provided 'as is' and solely for informational purposes, not for investment purposes or advice. BrightScope is not a fiduciary under ERISA. BrightScope is not endorsed by or affiliated with FINRA.