by Kay Dee Cole | May 26, 2023 | Financial Planning, Widows & Divorce Planning
When I was 43 years old, a lot of things changed very quickly. My father passed away from Alzheimer’s, I opened my own financial planning practice and – within two years – I was diagnosed with stage 3c ovarian cancer. You quickly learn that the stages of...
by Kay Dee Cole | Mar 21, 2023 | Financial Planning, Widows & Divorce Planning
Nothing rocks your world more than a terminal diagnosis, especially when it hits your life partner. It’s easy to panic when your spouse becomes ill – but it’s important to stay calm and create a plan of action to keep you focused. I know when I had cancer, my husband...
by Kay Dee Cole | Feb 17, 2023 | Widows & Divorce Planning
Losing a spouse is life-changing, and the grieving process can be made even more difficult when faced with financial challenges. After the initial process of sorting through your money and covering funeral costs, you still have to find a way to provide for yourself in...
by Kay Dee Cole | Sep 15, 2021 | Financial Planning, Widows & Divorce Planning
No matter how prepared you may be, the loss of a beloved spouse is bound to leave you reeling. Unfortunately, some people specifically target widows in this vulnerable time for predatory scams that can really hurt your financial plan. For the scammer who is out to...
by Kay Dee Cole | Aug 24, 2021 | Estate Planning, Widows & Divorce Planning
You should review and/or update your estate plan whenever any significant changes happen in your life. As you reassess your finances and build a budget for your next chapter of life, it’s important to look at your estate plan and figure out what needs to change and...
by Kay Dee Cole | Jul 27, 2021 | Widows & Divorce Planning
The loss of a spouse comes in many forms, but many of the challenges are the same. Whether your spouse has passed away, or you have become their caregiver, or you are going through a divorce, you will be facing many of the same financial concerns. This guide is...
