by Jim Schwartz, CFP®, RICP® | Nov 24, 2019 | Getting Organized
Tracking Passwords, User IDs, PINs and Security Questions Your spouse may have had dozens or even hundreds of online accounts and you may too. A count of my own personal and business-related online accounts exceeds 150! These aren’t just financial accounts, but... by Jim Schwartz, CFP®, RICP® | Nov 17, 2019 | Getting Organized
What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist! There is no shortage of well-intentioned people wanting to help the newly widowed: family, friends, neighbors, coworkers…the list is long. Each helper has their own idea of how to handle... by Jim Schwartz, CFP®, RICP® | Nov 3, 2019 | WC Wealth Reminders™
Widowed Community Wealth Reminders™, November 2019 Your wealth consists of what you own and owe, such as vehicles, homes, investment portfolio and mortgage. Legal issues, taxes, healthcare decisions and even the way you use your computer, tablet and smartphone can...
Recent Comments