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)

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)

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)

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)

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)

Financially Empowering Widows

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

Latest news

Black Swan Fears Drive Caution, Plus 60/40 Three-Decade Performance

VIX sees record trading as looming economic and geopolitical risks keep investors cautious about a potential return of volatility.

Age Diversity Is Also Important, Says First Black CFP

Industry veteran LeCount Davis discusses how older advisors add value, plus what seniors with and without wealth need.

15 Tips To Help Your Clients Save Money

Many wealth people are quite good at watching their spending and looking for bargains. (By Bryce Sanders)

Carson Group: Still Too Few Women in Wealth Management

Its latest report confirms the industry has made little progress in gender diversity despite a lot of talk.

Supreme Court Seems Wary of SEC’s In-House Tribunals Without Juries

The Supreme Court discussed a case involving a hedge fund manager in which the SEC brought a civil enforcement proceeding that charged he mislead investors.