The Financial Chaos of Losing a Spouse
Serving more than 2,000 families over the last 25 years has afforded me the opportunity to experience the gambit of emotions from the good, bad, and ugly parts of life’s
Clarity, Not Complexity…
Because Retirement Shouldn’t Be Confusing
At Financial Enhancement Group (FEG), our mission is to help you enjoy life with fewer financial regrets. That’s why our wealth management blog focuses on clear, practical retirement planning advice, so that you can spend more time doing what you love and less time worrying about the details. We often say, we take care of people who don’t want to worry about their money, but know that it’s taken care of.
Here, you’ll find trusted financial planning insights from our advisory team on retirement income, tax strategy, investments, risk management, and legacy planning. Every article is designed to help you make confident decisions during Your Life After Work™.
Category: Suddenly Single
Sudden Death of a Spouse
Losing a spouse is an emotionally challenging and overwhelming experience, and dealing with the financial aspects can make it even more difficult. Unfortunately, I had to witness my father go
What Happens When You Are No Longer Filing A Joint Return?
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Tax planning and tax preparation are two different things. Women typically live longer than
Suddenly single: What happens when you have to make all the financial decisions?
Consider This Program with Joe Clark, CFP and Jamie Burton. In this segment we will cover: Like it or not, men die first the majority of the time. There are
Suddenly Single
The transition period after a divorce or the death of a spouse is a time when weighty financial decisions about the rest of your life, and possibly your children’s lives,
What to do first when you lose a spouse
Consider This Program with Joe Clark, CFP, and Aaron Rheaume. In this segment we will cover: Life comes quickly, and the IRS has no sympathy. Unless you have a minor
Stay Informed, Stay Confident
Whether you’re making day-to-day financial choices or preparing for major life transitions, these articles are here to help you navigate your journey with purpose.
We encourage you to share articles with family members, friends, or anyone who could benefit from tax-smart retirement strategies and clear, actionable advice.