According to the U.S. Census Bureau, wives generally outlive their husbands 80% of the time. Many women find themselves unprepared to manage the finances after their husbands passing, not to mention coping with their grief. Financial advisors Anne and Arlene join Paul to discuss how to help women prepare for this. Topics include estate planning, the psychology of a spouse passing away, tax changes, and saving for a 401(k).
This is hour 1/2 recorded on January 11, 2020.
Today, Paul brings an article that says, “If you’ve made these five money moves, you will likely have enough money in retirement.”
There are investment companies that will do anything to sell products to investors, even if that means lying about their products. Earlier
Paul and Evan talk about the unfortunate reality today that nothing on the internet may be as it seems and that professionals
Advisory services offered through Paul Winkler, Inc., an SEC Registered Investment Advisor. Paul Winkler, Inc. does not provide tax or legal advice: please consult your tax or legal advisor regarding your particular situation. All information contained on the Paul Winkler, Inc. website, including information in our newsletters, as well as information posted on social media, is for general informational purposes only, and should not be considered an individualized recommendation or personalized investment advice. We do not intend for this website to be utilized by any persons who are covered under the GDPR.
