Losing a spouse is a deeply emotional experience, and the grieving process takes time. During this period, it can be challenging to concentrate on practical matters, especially when it comes to your financial well-being. That's where a trusted financial advisor comes into play, offering much-needed support and guidance.

Hiring a financial advisor to help your spouse in case you die before them is a prudent and responsible step to take in order to ensure their financial well-being and security.

As individuals approach retirement age, they are often faced with many decisions regarding their financial future. One crucial decision is when to begin receiving Social Security benefits, a choice that can significantly impact the overall financial landscape of one's retirement.

Even though we still think of them as children, under the law when a teen turns 18, they are considered an adult. Being an adult allows them to vote, serve in the military, serve on a jury, sign a contract and get married without your consent. This is a big change from when they were 17.

Yes, we all know the rules about paying off a mortgage: if she had a low interest rate mortgage she could take the extra cash and earn more in the market. At the time she still received a tax break for having mortgage interest. She wouldn’t want to be house rich and cash poor, and a mortgage is a hedge against inflation.