Broker Check


Tuesday, November 27, 2018

Losing your spouse can make you feel as if you’ve also lost the very centeredness and comfort that your partner’s presence and love once afforded. Creating a restful place in your home can help until you’re strong enough to move forward.


Tuesday, October 23, 2018

In the early days after losing a spouse, financial decisions can seem pretty far down on your list of concerns. Seek the help of a financial advisor who listens and understands your unique needs and wants.


Tuesday, September 25, 2018

After losing a spouse, you must make sure you are financially positioned to take care of your current expenses. Beyond that, the key to building your new future - albeit slowly - is ensuring that your choices align with who you truly are.


Tuesday, August 28, 2018

Giving of yourself may seem like the perfect way to get through the grief that widowhood brings, but you must first allow yourself the time you need to experience the natural pain and loss that accompanies the death of a spouse.


Tuesday, July 24, 2018

When your spouse dies, so does the future that the two of you planned together. But eventually, you will achieve readiness to explore, reimagine, and reinvent yourself and your life.


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Tuesday, June 26, 2018

Once you become a widow, you are the client and now fully responsible for your financial security and that of your family. It is imperative that you choose the right financial professional to support and guide you through this transition.


Tuesday, May 22, 2018

Being Stuck and Resting are NOT Equal - Knowing when to make decisions and when not to can be crucial to your financial well-being.


Tuesday, April 17, 2018

The transition from wife to widow can be fraught with grief and despair yet decisions still need to be made. For many widows, these emotions can create biases that can impede their transition.


Tuesday, March 27, 2018

The Social Security Tactic That Could Change Your Life Widowhood Changes Everything When you go from spouse to widow/widower, your whole life changes. Including your money. With everything you’re working through emotionally,...