We were never asked whether, if my husband should pass away first, the pensions would pass to me his wife, so we were ...
A boomer is retiring after 20 years in teaching. Her pension will be less than half her salary, so she plans to freelance 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 ...
Pensioners could be denied the full £902-a-year boost they are expecting from April as Whitehall officials consider tweaking the figures used to calculate it. Earnings growth figures published ...
Opinions expressed by Forbes Contributors are their own. I show you how to save and invest. 2022 has been a bad year for most markets, but that could create opportunities for tax-loss harvesting.
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 ...