Answers Archives

Ask an Advisor: I am 61. My former husband died last year. We were married for over 10 years but ultimately divorced. Am I entitled to apply for any Social Security survivor’s benefits?

Ask an Advisor: Should I sell my home? I recently became a widow, and I’m not sure if I should sell my home and buy another home or rent. My home is filled with many memories, but it’s also a lot to take care of now.

Ask an Advisor: Can I Retire Early? I consider myself very fortunate to be where I am and think I have prepared pretty well but would like your advice on possible earlier retirement.

Ask an Advisor: My wife passed away at 55 with 38 quarters of Social Security earnings. Can I collect survivor’s benefits when I retire?

Ask an Advisor: I haven’t been happy in my marriage since before COVID. I’m mentally prepared to file for divorce, but unsure how to prepare myself financially. What should I do next?

Ask an Advisor: I was married for 28 years before divorcing. I’m 60 now and never remarried. My ex died 3 years ago when he was 65. Can I apply for widow(er) benefits now, and when I turn 67, switch to my own? I was the higher earner.

Ask an Advisor: I’m graduating from dental school. What financial steps should I take next?

Ask an Advisor: I’m a 61-year-old widow. Can I collect Social Security on my work record at 62 and then switch to my husband’s at his full retirement of 72?

Ask an Advisor: I’m going to lose my job at a large technology company in a round of layoffs next month. What should I do today to prepare financially?