A widow’s money: Don’t become everyone’s wallet or purse.

A widow’s money: Don’t become everyone’s wallet or purse.

One of the most unfortunate financial consequences of widowhood is certain people will get the perception you now have extra money. They might think you have a lot of it (even if you don’t) and therefore think you are now a source of funds for their needs or wants. As a widow, you may be … Read More

Moving Forward on Your Own: Decisions in the First Year

Moving Forward on Your Own: Decisions in the First Year

When I worked as an investment advisor, one thing that I saw widows struggle with after their spouse or partner passed way, was the realization that now they were on their own. I don’t want to imply that the surviving spouse was helpless at managing the financial affairs.  Not at all. In fact, with the majority … Read More

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