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Category Archives: social security

How to prepare financially for being a widow/widower

by Robert Powell, Special for USA TODAY Among the risks that married couples face in retirement, this one is unavoidable. It’s the risk of becoming a widow or widower. And that risk comes with some dramatic consequences, according to a Society of Actuaries report, “Managing Post-Retirement Risks: A Guide to Retirement Planning.” According to that report, […]

Do you know the 5 Retirement Housekeeping Moves you should review for 2018?

By reviewing the following items now, you’ll alleviate the stress and frustration of having to manage a loved one’s estate in a pinch. #1: Review IRA beneficiary forms (not your will) to see who you’ve identified to inherit the IRA after you die. #2: Update 401(k) forms. By law, your spouse gets this account if […]

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