Don’t Be a Victim of These Costly IRA Myths

Don’t Be a Victim of These Costly IRA Myths

Time Money article by Don Cloud     Recently, a client came to me after her husband had died. She was 48 years old and was seeking guidance on how to handle her newly inherited assets. Her husband left her an IRA of about $100,000. Knowing that she would need the...

Money Mistakes to Avoid after a Spouse’s Death

MarketWatch article by Aaron Katsman I met earlier this week with a lady who had lost her husband about a year ago. She explained that she was never really involved in the family finances, and after her husband passed away, she was overwhelmed. She said that she...
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