RetirementGuyMay 21 min readNew Report Reveals Ever Increasing Risk Of Elder Financial FraudThe subject of financial exploitation of elders in our country has been on law enforcement radar for decades. Significant public...
RetirementGuyApr 20, 20231 min readWhat To Do After The Death Of A SpouseLosing a spouse can be an overwhelming and emotional experience. While it's possible to organize financial documents ahead of time,...
RetirementGuyNov 17, 20211 min readWhat’s a Widow to Do With Inherited Retirement Accounts?Eve’s husband, Adam, has died, leaving various retirement accounts to her as beneficiary. She knows these are tax-sensitive assets and...
RetirementGuySep 30, 20211 min readWill I Be Eligible For Social Security Survivor’s Benefits?Will Social Security Survivor Benefits Really Be Available After Less Than 10 Years Of Marriage? HI Larry, My husband and I are both on...