Search results for: Laura Mattia

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Prepare Widows for Their ‘New Normal’ and New Relationships

Advisors often fail to ask widowed clients about new relationships and discuss potential remarriage and cohabitation. (By Laura Mattia)

Jerilyn Klein -

Walk a Widow Through Major Financial Decisions

Even if she's investment savvy she may not understand all the nuances of revamping her finances as a single person. (By Laura Mattia)

Jerilyn Klein -

A Grieving Widow’s Inaction Can Sabotage Her Financial Future

Encourage and help her with filing life insurance claims, making smart Social Security decisions, and sorting her assets into buckets.(By Laura Mattia)

Jerilyn Klein -

Be a Grieving Widow’s Gatekeeper and Navigator

Creating a screen and a multi-stage roadmap can help protect her from bad decisions and bad actors. (By Laura Mattia)

Jerilyn Klein -

His Prognosis was Fatal but His Widow Became a Client for Life

Here are the most important steps that you need to take to ensure you build a long-lasting relationship. (by Laura Mattia)

Jerilyn Klein -

Financially Empowering Widows

Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have during the pandemic.(By Laura Mattia)

Latest news

EBRI Says Retirees Need to Save More for Healthcare

The increased savings required to cover rising healthcare costs hasn’t been this big in a decade.

Money

When Does a Divorcing Client Need a Forensic Accountant?

Maybe not as often as their attorneys think. Here’s a look at when it may or may not be beneficial. (By Kathy Costas)

Work Life

Why Putting Off Retirement Might Help Ward Off Dementia

A new study shows measurable differences in cognitive decline between those who bow out of the workforce earlier versus later in life.

Advisor Toolbox

Video Compliance Doesn’t Have to Be a Nightmare

This Raymond James advisor was fearful because of past experience but sailed through after learning the rules. (By Laura Garfield)

Longevity

Assisted Living ‘Light’ May Be A New Option

The assisted living industry has faced harsh criticism — whether deserved or not — over the last two years.