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Recent Posts

Widowed Community Wealth Reminders™, December 2019
Tracking Passwords, User IDs, PINs and Security Questions
What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist!
Widowed Community Wealth Reminders™, November 2019
What is a POD or TOD Account and Do I Need One?

Recent Comments

Jim Schwartz, CFP®, RICP® on Evaluating and Selecting a Professional Financial Advisor, Part I
Steele Honda on Evaluating and Selecting a Professional Financial Advisor, Part I
Jim Schwartz, CFP®, RICP® on Social Security Benefits When a Spouse Dies, Part II
Lois Evans on Social Security Benefits When a Spouse Dies, Part II

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