by Jim Schwartz, CFP®, RICP® | Apr 13, 2023 | Financial Planning
Retirement planning for widows (and widowers) can be challenging, but it’s not insurmountable. Through proper planning and guidance, an empowered widow will know what is needed to achieve and then maintain financial security for her lifetime. The widow’s...
by Jim Schwartz, CFP®, RICP® | Jan 12, 2020 | Financial Planning, Investments & Assets, Taxes & Tax Planning
The SECURE Act and its Impact on Widows and Widowers, Part I Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law December 20, 2019 by President Trump. The SECURE Act (“Act”) affects many and includes numerous provisions. In this...
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