We were never asked whether, if my husband should pass away first, the pensions would pass to me his wife, so we were ...
I am 54 and my husband is 68. He was previously married and has two kids from that relationship. We have a 14-year-old child together. I have a fair amount of money saved — $1.5 million in ...
A boomer is retiring after 20 years in teaching. Her pension will be less than half her salary, so she plans to freelance to ...
My husband is 70 and I am 63. We are both retired and have a combined monthly income of $4,000. We are considering purchasing a $200,000 annuity that would cover both of us, and I would like to ...
As if losing your spouse isn’t bad enough, the transition often comes with a dizzying amount of financial change. It is often a second shock, and working with retirees, I have had to help many ...
When a spouse or life partner dies, it’s only natural that the survivor will be grieving and lonely. To add injury to insult, the survivor usually also experiences a money crunch. And the odds ...
Anthony Battle is a CERTIFIED FINANCIAL PLANNERâ„¢ professional. He earned the Chartered Financial Consultant® designation for advanced financial planning, the Chartered Life Underwriter ...
As a surviving spouse, you have a choice not available to other Social Security beneficiaries. You can start collecting a reduced survivor benefit as early as age 60, and later switch to your own full ...
My husband has been retired 19 years and has two annuities which pay out small amounts each month. They were taken out on retirement and the forms were filled in by a person we knew working for a ...