The wife of a friend of mine passed away recently. He’s going through the grief and loneliness you’d expect after being married 53 years. And now he has a new challenge, one I’ve seen with so many other widows and widowers—dealing with the long list of legal and financial items that come up after the death of a spouse. The [...]
The end of the year is always a good time to do a little financial maintenance, take advantage of last-minute tax deductions, and get your financial house in order for next year. Here’s a checklist of some items to consider. Tax-Loss Harvesting Do you have losses in your investment portfolio? It may be to your advantage to take them [...]
“Will I outlive my money?” That’s one of the biggest concerns for most retirees. There’s the high cost of medical care, which gets more expensive all the time. There’s inflation, which raises the cost of goods and services, eating into your retirement budget. And then, there’s taxes, which are as certain as death, and the politicians who want to raise [...]
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