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Category: Widowhood

Widow Social Security Benefits at 60: Survivor Check Now or the Switch Strategy?

Widow Social Security benefits at 60 pay just 71.5% of his benefit, and the earnings test can wipe…
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What to Do Financially When Your Husband Dies: The First-Year Checklist

Author: Hazel Secco, CFP®, CDFA® Table of contents Everyone tells you to take time to grieve, and in…

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Should a Widow Sell the House? The Two-Year Tax Deadline Nobody Mentions

Should a widow sell the house? The 2-year $500,000 exclusion, the step-up in basis, and when keeping the…
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Inherited 401(k) Spouse Options: The Choice Widows Under 59½ Get Wrong

Inherited 401k spouse options: why rolling his 401(k) or IRA into your own before 59½ locks it behind…
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How To Manage Money After Losing a Spouse

Written by Hazel Secco, CFP®, CDFA® Losing a spouse is a devastating event that brings emotional turmoil and…

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Top 3 Reasons to Fire a Financial Advisor

Written by Hazel Secco, CFP®, CDFA® Are you a woman who is recently divorced or widowed? It might…

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Financial Tips for Widows: Navigating a New Chapter

Written by Hazel Secco, CFP®, CDFA® Losing a spouse is an emotionally tumultuous experience, and the transition into…

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