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

In my previous article, I discussed the need to understand what a widow is experiencing, how she feels, and how you can build rapport during the grieving stage of widowhood. You will often meet a widow after she has experienced loss, but there may be a time when you will begin working with her and her spouse prior to death. Assisting a couple through this life transition can be challenging but also rewarding. According to a widely cited statistic, 70% of widows fire their advisor after their spouse dies. You can prevent this by helping the couple prepare before the husband dies.

Bonds Part 6 – Convertible Bonds

Convertible bonds have been issued and traded since the 1800s; recognizing their unique value and properties, we have always included them in client portfolios. Their historical return has been close to the S&P 500 with only 65% of the risk.

Financially Empowering Widows

RETHINKING65 (November 2021) Widows often feel overwhelmed, frightened, angry and disconnected — like many of us have during the pandemic.

Can I Get Social Security from my wife and myself at the Same Time?

NJ.Com (August 31, 2021) — My wife is four years older than me and she started collecting her full retirement benefit from Social Security at …

Tax Arbitrage Strategy – Roth Conversion

The decision to initiate a Roth IRA conversion depends on your family’s financial situation. It should consider enhancing your long-term portfolio value, reducing your lifetime tax obligations, reducing your lifetime Medicare premiums, aligning with your estate planning goals, creating more flexibility in the future.

The Investor’s Dilemma

Most individual investors’ portfolios include only two asset classes: public domestic equities and bonds, the “risky” and “safe” asset classes, respectively. This traditional portfolio (colloquially referred to as the “60 / 40” reflecting a typical allocation to equities and bonds) did not perform well from 2000 – 2010 but did well over the most recent ten years from 2011 – 2021. 

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