Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.

2020-08-20T05:00:45+00:00August 20th, 2020|Podcast|Comments Off on Ep 15: The Difficulty Of Financial Planning After The Death Of A Spouse

Ep #146: Dealing With Death

Nobody likes to think about dying, but death is an inevitable reality. Discover what you need to do to make sure you loved ones are cared for when you die.

2019-02-01T05:00:57+00:00February 1st, 2019|Podcasts|Comments Off on Ep #146: Dealing With Death

In the Headlines- June 13th, 2014

You are cordially invited to the Investor Symposium hosted by Matson Money. When: Thursday, July 31, 2014 - Saturday, August 2, 2014 Where: Horseshoe Casino & Conference Center 1000 Broadway, Cincinnati, OH USA Speakers Include: Arthur B. Laffer, PhD: Chief economic advisor to Ronald Reagan Terrance Odean, PhD: Professor at Cal-Berkley, [...]

2014-06-13T05:33:18+00:00June 13th, 2014|Weekly Update|Comments Off on In the Headlines- June 13th, 2014
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