Answers Archives

Answers

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?

Jamie Lima, MBA, CFP®, CDFA®

Answers

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.

Elliott Appel, CFP®, CLU®, RLP®

Answers

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

Cecil Staton, CFP®, CSLP®

Answers

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?

Doug Amis, CFP®️

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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?

Blaine Thiederman, CFP®

Answers

Ask an Advisor: My wife and I are getting divorced. She wants an unfair amount of child support. She only reports half of her income at tax time, and her lawyer claims she’s entitled. What should I do?

Sara Stanich, CFP®

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Ask an Advisor: I’m 83 and my wife passed away in 2019. I’m selling the house I lived in since 1977. What is the best thing to do with my money?

Michael Acosta, CFP®

Answers

Ask an Advisor: I was married for well over 10 years, and now divorced for just over 2 years. Can I collect on my spouse’s Social Security even if they are not?

Zack Swad, CFP®

Answers

Ask an Advisor: I’m a 58-year-old woman getting divorced. My husband managed our finances and I need help. Should I hire a financial advisor?

Stephanie McCullough