As I’m writing this post, it’s Thanksgiving Day in the U.S. and tomorrow is “Black Friday”, the biggest single retail sales day in North America. Between now and the end of the year, it will be virtually impossible to avoid advertising designed to persuade us to buy “stuff” for both holiday gift giving and for … Read More
I want to introduce to you the concept of thinking of managing your money as part of your overall self-care. Wikipedia says, “self-care is any necessary human regulatory function which is under individual control, deliberate and self-initiated”. Simply put, as this fact sheet says, “self-care is care provided for you, by you”. Read anything on … Read More
There are two emotions spoken about in the investment industry; fear and greed. Any investment professional will tell you real success lies in the ability not to let either emotion take control of your decision making. If they’re truthful, they’ll also tell you how trying to control these emotions is a constant battle. As a … Read More
In recent posts, I’ve covered issues widows face regarding being seen as an open wallet and how to wean adult children off of financial support in cases when they’re capable of being financially independent. Today, let’s look at those instances when there are legitimate reasons for lending money to your adult children. I won’t go … Read More
In my last post I talked about how, during the process of settling your spouse/partner’s estate, you’ll have to go through all of the financial and business accounts. While doing so, it’s a good time to take stock, tally everything up, and do a check of your own net worth. It’s also a good time … Read More
When I worked as an investment advisor, one thing that I saw widows struggle with after their spouse or partner passed way, was the realization that now they were on their own. I don’t want to imply that the surviving spouse was helpless at managing the financial affairs. Not at all. In fact, with the majority … Read More
The primary focus of this website is to help widows – recent or not so recent – deal with the loss that they’ve experienced. So what exactly are we dealing with? Well, we know that the loss of a loved one has both biological and psychological effects on a person, that can be difficult for … Read More
