Category: Financial/Estate Planning

  • How I Help Surviving Spouses Create a Positive Financial Future

    How I Help Surviving Spouses Create a Positive Financial Future

    By Mark Clogan, CFP In the aftermath of a spouse’s death, many surviving spouses experience periods of financial worry and uncertainty. In addition to dealing with the emotional challenge of losing a beloved partner, they are often left to contend with unwelcome financial and legal responsibilities. As a result, you may find yourself juggling new […]

  • Financial Resources After Losing A Love One

    Financial Resources After Losing A Love One

    Very often losing a loved one is emotionally challenging. For some people, it is possibly the most challenging thing they will endure in their lifetime. Making matters worse, there is an added stress from the mountain of financial and administrative details that must be attended to. Payment for the funeral, the deceased’s bills, and the […]

  • To Overcome Grief – One Needs to Address All Facets of Life

    To Overcome Grief – One Needs to Address All Facets of Life

    For nearly 14 years, I have dedicated my life to the service of widowers worldwide, and during that time, I have learned much about what it takes to recover from male grief.  From the widower’s mental and physical health to their financial health, ensuring their career is stable, and their relationships with their children, in-laws, […]

  • Life Insurance for Widowers

    Life Insurance for Widowers

    by Richard Dri When the reality of life insurance sinks in. GRIEF. GUILT. THE UNEXPECTED EMOTIONAL GUT PUNCH OF A LIFE INSURANCE CHECK. You and your spouse both knew that life insurance made perfect sense. Now as a widower, why do you feel so guilty? I don’t think there’s a person reading this who doesn’t […]

  • Tips for People Dating Widows and Widowers

    Tips for People Dating Widows and Widowers

    My five Personal Pointers for dating someone who lost their spouse. In previous articles, I have explained my belief that love is an infinite resource and has the ability to multiply again and again. For example, when a widow/widower is ready, they will expand their ability to love, and without guilt, they will be able […]

  • What Does A Widow(er) Do With The Wedding Rings

    What Does A Widow(er) Do With The Wedding Rings

    by Richard Dri A RING IS A SYMBOL OF “TILL DEATH DO US PART”. HOW DOES A SURVIVING SPOUSE PROPERLY HONOUR THE RINGS THAT ACCOMPANIED THAT VOW?  When Mary died, I tucked her wedding and engagement rings into the safe. I’m still not sure what to do with them – or my own rings. My […]

  • Selling Your House

    Selling Your House

    by Dr. Nyle Kardatzke, PhD If you have had the good fortune of owning a home and enjoying it with your wife and children, you have had a great blessing. If you own a home, as I do, you will likely reach a point where you will question whether you should continue living there. I […]

  • Now that I’m a widower, should I treat my three kids equally in my will?

    Now that I’m a widower, should I treat my three kids equally in my will?

    by Richard Dri After Mary died, I began rethinking our mutual agreement to treat each child equally. As a widower, I must have the confidence to make my own decisions even if it means contradicting my late spouse’s positions. When Mary and I drafted our Wills, we agreed to leave everything to the surviving spouse […]

  • “Retiring To” vs “Retiring From”

    “Retiring To” vs “Retiring From”

    by Richard Dri IMAGINE 25-30 YEARS AHEAD TO DO EXACTLY WHAT YOU WANT, WHEN YOU WANT. ARE YOU READY FOR THAT?  Don’t confuse retirement with vacation. It’s important you create a plan that’s fulfilling for the long-term, and about more than just having the money. I recently turned 60. Five years away from retirement, if […]

  • Grief. Guilt. The Unexpected Emotional Gut Punch Of A Life Insurance Cheque

    Grief. Guilt. The Unexpected Emotional Gut Punch Of A Life Insurance Cheque

    by Richard Dri When the reality of life insurance sinks in. You and your spouse both knew that life insurance made perfect sense. Now as a widow or widower, why do you feel so guilty? I don’t think there’s a person reading this who doesn’t understand that life insurance is one of the most practical […]