Why do wives leave their husband’s financial planner when they are widowed? Maybe because he never paid any attention to...
Archive for category: Widow
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The Importance of Life Insurance If Your Spouse Dies Post-Retirement
Lynn Evans, , Client Profiles, Financial Life Planning, Retirement Income Planning, Widow, 401K, death of a spouse, financial reality, IRA, life insurance, managing money, mortgage, nursing home costs, retirement, social security, social security income, 0I was having a conversation with a co-worker last week in regards to the planning we do for those...
Are You Reluctant to Talk About Death & Money?
Lynn Evans, , Financial Life Planning, Retirement Income Planning, Widow, assets, death, financial advisors, Financial Life Planning, insurance, life insurance, managing money, 0September being National Insurance Awareness Month raises some often-ignored but important conversations. Nobody likes to talk about their own...
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