Welcome to the Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
Widowed Community Wealth Reminders™, February 2020
Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.
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The 2019 SECURE Act and its Impact on Widows and Widowers, Part I
The SECURE Act was signed into law on December 20, 2019. Inherited IRAs and other retirement accounts now have new distribution rules that may create more taxes over a shorter period of time and less wealth for the beneficiary. Also the required start date for distributions from an owner's own IRA or retirement account has changed. Read more...
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Widowed Community Wealth Reminders™, January 2020
Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.
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Widowed Community Wealth Reminders™, December 2019
Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.
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Tracking Passwords, User IDs, PINs and Security Questions
If your spouse passes away, can you access their laptop or the dozens or hundreds of online accounts and memberships they may have? This is a huge challenge for the surviving spouse. Learn how to track this information before it's too late!
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What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist!
Having the right tool for a particular job is very important. There are many document checklists available for those who experienced the death of a family member, but the Widowed Community Document Organization Checklist is focused only on widows and widowers. Our checklist deals with the task of collecting documents and doesn't add in confusing or inappropriate guidance on subjects that require analysis or are not time sensitive.
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Widowed Community Wealth Reminders™, November 2019
Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.
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What is a POD or TOD Account and Do I Need One?
How can I use a POD or TOD account to avoid the legal probate process? Can any account be turned into a POD or TOD account? What are the downsides of using a POD or TOD account?
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Do I Get to Keep My Husband’s Pension?
What happens to my husband's pension after he dies? Do I continue to receive it or does it stop? What options are there? Do my Social Security benefits get affected once I start receiving my husband's pension?
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Social Security Benefits When a Spouse Dies, Part III
If you and your spouse already collect SS benefits, what happens to these benefits when your spouse dies? Specific examples along with important lessons learned. Read on...
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Fiduciary Fee-Only Financial Planning and Advice for Widows and Widowers
Are you looking for professional guidance with a personal touch to help you achieve and maintain your lifelong financial security and independence?
New Widow's Complete Checklist
A comprehensive step-by-step checklist covering vital financial, tax and legal issues during your first year as a new widow
WC Wealth Reminders™
To help you manage important tax, legal and financial tasks as well as protect and maintain your home and vehicles
Financial Advisor Evaluation & Selection Tool
Learn How to Evaluate and Select a Professional, Financial Planning-based Financial Advisor
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