Blog

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.

Tax planning and the mystery of the disappearing tax refund

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

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.

Financial planning tools

As we get further and further away from ever balancing a physical checkbook, a few people may hold on to old Excel spreadsheet methods of controlling their finances, but most have moved on.

Loneliness of Me: finding community in a sea of women

One of the best ways to feel a sense of community as a widow is through some kind of group activity, whether that means a formal support group, or even just something from the comfort of your own home. Here are some ideas for finding community during a difficult time.

When a loved one dies: First steps

The death of a loved one is an emotional and heart-wrenching time, and attending to all of the details that need to be addressed in the days, weeks and months that follow can feel completely overwhelming. Here we have outlined some of the most important steps, broken down based on time-sensitivity.

Lessons Larry King teaches us

Whether your finances are complicated or straightforward, you owe it to yourself and your loved ones to be prepared. Even if you're not headed toward divorce.

Life Lessons in Success

Are you on a personal or professional development trek? Then this book is for you. The pages are filled with positive messages meant to refuel both your mental and emotional tanks.

Unexpected widows and inheriting IRAs the right way

That’s surprising. The IRA is one of the most common assets a couple will have in their portfolio. Yet, curiously, one area that receives very little attention is that of a surviving spouse’s inherited IRA.

Rethinking long-term care insurance

Of all the different kinds of insurance, the conversation about long-term care (LTC) insurance probably raises more questions than any other.

Ways to give back during the holidays

Giving back to your community during the holidays brings people together in the spirit of giving and helping others. Here are some suggestions for ways to spread joy to those in need.

It’s open enrollment period: where are your employee benefits?

Employers’ year-end open enrollment periods allow workers to adjust their health insurance and other benefit elections. Here are some steps to take when preparing to discuss your benefits.