Author: Nicole Roberts

It may seem straightforward, but there are many complicated dimensions regarding Social Security for widows. In this blog, we’ll discuss the “Widow’s Gap” and how

It’s not the first place that comes to mind, but retiring in Utah has some very distinct advantages. In this article, we’ll discuss the financial

Have you ever had a period of time when you had tons of medical expenses? I recall one time a friend’s brother was rocking out

We comment quite a bit on charitable giving, as our mission is to inspire the charitably-minded to maximize their giving potential. One of the most

The SALT cap became law in 2017, limiting state and local tax (SALT) deductions to $10,000 ($5,000 for married filing separately). This hit residents in

As a financial advisor for widows, I am constantly hearing about widows being preyed upon in their moment of weakness by agents aggressively trying to

Becoming a widow is something that few expect and nobody can truly prepare for. Especially if the loss was sudden, you may not know where

Sale of a business for many people is the largest tax event they will ever realize over the course of their lives. In this article

There’s no way to be fully prepared for a major life change such as the passing of a husband or wife. Most people don’t even