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Social Security Planning for Widows: When to Start Taking Benefits?

by Jim Schwartz, CFP®, RICP® | May 24, 2023 | Social Security & Other Income

Social Security Planning for Widows: When to Start Taking Benefits What the Widow Needs to Know to Before Making a Decision on When to Start Claiming Benefits. Social Security Widows Benefits: Getting Started One of the most common questions asked by a new widow is...

Do I Get to Keep My Husband’s Pension?

by Jim Schwartz, CFP®, RICP® | Oct 2, 2019 | Social Security & Other Income

Do I Get to Keep My Husband’s Pension? This is one of the most common questions asked of the recently widowed. Unfortunately, the answer is, it depends. In this post we will look at what a pension is and isn’t, look at common pension payout options, and understand how...

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