Retirement and Income Planning for Widows
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 professional team, often made up of a...
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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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Additional Financial Planning Tools for the Recently Widowed
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
Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
WC Wealth Reminders™
Timely reminders to help you manage important tax, legal and financial tasks as well as protect and maintain your home and vehicles
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