Tag: advisors
Introduction While Social Security provides those ages 62 and older with a predictable stream of income, most households need other resources as well for a secure retirement. The bulk of these other resources come from employer-sponsored retirement plans, although more affluent households may save additional amounts on their own. With the shift from traditional defined…
Kathleen Rehl’s husband died in February 2007, two months after his cancer diagnosis. She has taken on the mission of helping other widows process their grief, while they slowly assume the new financial responsibilities of widowhood. Rehl, who is 72, is a former financial planner, speaker, and author of “Moving Forward on Your Own: A…
