At this most difficult time: 5 tips to survive widowhood financially

Thomas P. Keller, Partner, Kehoe Financial Advisors, Clu, and CFP •
Kiplinger

Losing a spouse is one of life’s most emotionally devastating events, and many financial advisers recommend not making major financial decisions during that first year of grieving. But after a period of time, financial decisions will need to be made. Seventy percent of widows retain a new financial adviser within the first year of their

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5 ways to protect your home from summer storms

Kimberly Lankford, Contributing Editor, and <i>Kiplinger's Personal Finance</i> •
Kiplinger

  Update your home inventory. This is one of the most important ways to make a homeowners claim go smoothly. Smartphones make it easy to gather the information (many insurers have home inventory apps, or go to KnowYourStuff.org). “Take pictures of your rooms, closets, attic, and your backyard,” says John Doak, Oklahoma insurance commissioner. Open

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5 must-do’s to start with for retirement success

Michael Woloshin, Investment Adviser Representative, and Woloshin Investment Management •
Kiplinger

There’s no direct path to retirement. Everyone has a different idea of the perfect age to stop working. Everyone has a different amount of money they think they’ll need to live comfortably. And everyone has a different plan for what they want to do when they don’t have to go to work anymore. Some want

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A will can be a beautiful thing

CFP®, Blue Ocean Global Wealth, Marguerita M. Cheng, and CEO •
Kiplinger

Recently, Amy Krouse Rosenthal wrote an essay for The New York Times titled “You May Want to Marry My Husband.” In it, Krouse Rosenthal, who was dying of cancer, created a dating profile for her husband in the hopes that he would find new love after she was gone. Her touching tribute went viral. Hopefully,

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