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Recent Posts

Widowed Community Wealth Reminders™, February 2020
The 2019 SECURE Act and its Impact on Widows and Widowers, Part I
Widowed Community Wealth Reminders™, January 2020
Widowed Community Wealth Reminders™, December 2019
Tracking Passwords, User IDs, PINs and Security Questions

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Jim Schwartz, CFP®, RICP® on Social Security Benefits When a Spouse Dies, Part III
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Jim Schwartz, CFP®, RICP® on Evaluating and Selecting a Professional Financial Advisor, Part I
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