by Jim Schwartz, CFP®, CDFA™, RICP® | Dec 30, 2018 | Social Security, Pensions & Other Income
Social Security Benefits When a Spouse Dies, Part I What the Widow Needs to Know About the Social Security Benefit Statement and More... One of the most common questions asked of a new widow is what happens to Social Security benefits after the death of their spouse.... by Jim Schwartz, CFP®, CDFA™, RICP® | Dec 24, 2018 | Evaluating & Selecting a Financial Advisor
Evaluating and Selecting a Professional Financial Advisor, Part II Dear Financial Advisor Letter™ The previous post introduced and provided the Financial Advisor Evaluation and Selection Tool™; a checklist with key questions to ask of a potential financial advisor.... by Jim Schwartz, CFP®, CDFA™, RICP® | Dec 17, 2018 | Evaluating & Selecting a Financial Advisor
Evaluating and Selecting a Professional Financial Advisor, Part I Financial Advisor Evaluation and Selection Tool™ Too many people ask the wrong questions or don’t know which questions to ask of a potential financial advisor. In this two-part series we provide a... by Jim Schwartz, CFP®, CDFA™, RICP® | Dec 2, 2018 | -Immediate Needs!
Immediate Checklist for Widows, Part II When a Spouse, Partner or Significant Other Dies Continuing the Immediate Checklist for Widows with Part II (if you missed Part I, you can read it here):Pets. In the ensuing storm of emotion, pets can be overlooked. Make sure...
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