Archive : Loss of Spouse Category

Managing Stressful Financial Transitions

September 19th, 2012 by

The other day I was talking with an acquaintance whom I had not seen in a long time. When he asked where I was working, I said that I was a financial planner specializing in helping people who were going through major, stressful financial transitions. His face lit up! He told me all about how […]

Women, Widows and Financial Transitions

August 29th, 2011 by

It’s not the most pleasant subject but it is real, it is large and yet it is somehow often overlooked, especially in the financial planning industry. There are 1 million widowed Baby Boomers in the US, “a number that will rise significantly in the future because there are almost 25 million married boomer women, and […]

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