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The Suitcase Widow – Unpacking the Complexities of a New Financial Life

Early in my career as a freshly-minted CPA, an event occurred which continues to have a profound effect on me to this day. A new client came to our offices dragging an old fashioned Samsonite hard-sided suitcase to have her tax return prepared.

Losing a Spouse – Financial Planning Tips for Starting Over

No one can fully prepare for the death of a spouse. It is an…

A Time of Need

We all experience a range of emotions throughout our lives, including happiness, joy, fear and anger. But when a loved one passes away, emotions understandably have a greater impact on our daily lives. Grief is a natural and healthy process, but unfortunately, there are other realities that require our immediate attention during this stressful time. Read More...