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When does it get easier? A widows guide to getting through the holidays

While the holiday season can be an especially challenging time for widows, here are a few things you should try hard not to do, along with a few things you should do instead.

It'll never happen to me - not: a look at long-term care options

As we calculate our financial needs in retirement, the cost of long-term care is often overlooked or underestimated. And that one failure can derail the best-laid plans.

Choosing the right Social Security strategy as a widow

The prospect of this already difficult situation being complicated by the unpleasant task of planning out your financial future can feel like more than you are willing or able to take on. Unfortunately, though, coming up with a Social Security strategy is one of the most important tasks widows will have to complete in order to set themselves up for a secure and stable financial future.

On My Own: What single women need to know about planning for their futures

Here are five ways to manage your money and prepare for retirement or disability if you're one of the over 66 million women in the U.S. who are either widowed, divorced, or never been married.

Choosing a Financial Services Professional

Caveat emptor is Latin for “Let the buyer beware.” The phrase arises from the fact that buyers often have less information than the seller, or more importantly, about the seller. When choosing a financial services professional, buyer beware!

Building wealth through smart financial habits

By actively working to form positive financial habits, you can learn to make your money work for you. Start building wealth today by incorporating these five smart money habits into your daily life.

Defining what self-care means to you

We hear the phrase "self-care" tossed around a lot in everyday conversation, but what does it really mean? The truth is, there is no one set image of what self-care looks like—it's different for each individual.

The changing face of investing

Computers and platforms continue to make it easier for people to trade and to lower the cost of transactions. Here's how.

How to master the “ART” of retirement

Retirement is not an end. It’s an experiment in Activity, Relationships, and Time (ART). And like all experiments, the ART of retirement involves some trial and error.

Tax planning and the mystery of the disappearing tax refund

So, were the tax cuts good or bad for you?

Making a difference with ESG investing

Tanya is getting more and more interested in what is in the investment portfolio she inherited when Frank died. While the returns have been good, she wants the portfolio to be about more than just numbers. Now that she understands the market better, she is ready for baby steps: changing a very small portion of the portfolio to make a difference. And that means picking some stocks and funds that reflect her values.

The widow's penalty

There are ways to rein in the additional impact of the Widow’s Penalty on the survivor’s finances. For couples, planning for this now is essential.