Latest articles by Barbara Shapiro, CFP®, CDFA®, CeFT
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Depression and the Holidays: Some Friendly Advice from a Financial Adviser
personal finance Now is the time to be on the lookout for the signs that someone may need a boost. Or maybe you could use a little help yourself?
personal finance -
Your Spouse Wants a Divorce … Now What?!
Divorce Maybe it came as a shock, or perhaps you saw it coming a mile away. If you’re wondering what to do, take a look at the personal and financial talking points one divorce expert has come up with from discussions with her clients over the years.
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From One Widow to Another: Words of Wisdom for Hope and Happiness
Women & Money Whether you lost your spouse recently or years ago, the grieving and healing process is a journey. Financial adviser Barbara Shapiro shares the most helpful life advice she’s gotten from other widows after the loss of her own husband.
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5 Things You Need to Decide Before You Can Retire
retirement You’ve got to think these things through and make sure all your bases are covered before you can finally call it quits and retire.
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Pandemic Budgeting: It’s Time to Start Fresh
personal finance If you have a budget, you may need to tweak it, and if you don’t … what are you waiting for?
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When Panic Sets in, How One Financial Adviser Talks Clients Off the Ledge
investing Coronavirus panic is real, and it extends beyond health concerns to people's financial lives. But drastic measures can be disastrous.
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Don't Let Valentine's Day Ruin Your Marriage
retirement Financial planners meet with couples on the edge all the time. If you're feeling sad this Valentine's Day, take a lesson from two couples' stories.
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10 Practical Tips to Make Divorce More Tolerable
retirement Navigating the divorcing process is easier with a little help along the way.
retirement -
The Costs of Caregiving Go Far Beyond the Obvious
Long-Term Care Insurance Seeing a loved one through a long illness or disability is an expensive proposition, and that’s not just in a financial sense. To be ready for this important role, you need to realize there are many other potential "costs."
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Financial Reasons Not to Divorce
retirement Before you decide to pull the plug on your marriage, you should consider some of the numerous financial cons that can come with splitting up.
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Estate Planning for Surviving Spouses: What to Do ASAP
retirement As soon as you are able, you have some legal documents to review and plans to update to protect both you and your heirs.
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6 Tips for Those Who Have Lost a Spouse
retirement From the practical to the emotional, here is some advice to help you get through the first year (or two) of your journey.
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IRS Scams: How to Spot Them and Report Them
Scams If you're getting hounded by calls, emails or letters from the IRS, how do you know they're legit? Here are some warning signs of scams to watch out for.
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When Widows Are Forgotten: A Guide for Widows and the People Near to Them
retirement They are all around us, but widows can sometimes feel invisible and forgotten. They need help. This I know from experience. And this is what they (and you) should do.
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Win the Lottery? Here’s the First Thing You Should Do
Financial Planning Any windfall can come with a sea of emotions and decisions. You need to clear your head, and then find the right help. A Certified Financial Transitionist (CeFT) may be just the ticket.
Financial Planning -
The Emotional Side of Retirement Planning
Investor Psychology Forget finances, you’ll never be ready to retire unless you've thought through exactly what you want your next chapter to be like.
Investor Psychology -
What to Do If You’re Divorcing Your Valentine
retirement Breakups can be messy and very expensive, but here are six things you can do to prepare financially and emotionally that could help ease the pain.
retirement
