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How to Handle Your Sudden Wealth
How to Handle Your Sudden Wealth
You’ve heard this cautionary tale before: a lucky soul inherits a new wealth – from the lottery, from family, from fame – only to squander it before t
Organizing Your Finances When Your Spouse Has Died
Organizing Your Finances When Your Spouse Has Died
Losing a spouse is a stressful transition. And the added pressure of having to settle the estate and organize finances can be overwhelming. Fortunatel
How Social Security has Failed Widows and Widowers
How Social Security has Failed Widows and Widowers
The Social Security Administration (SSA) recently released an internal audit1 that was conducted to determine if adequate efforts were made to inform
Understanding Social Security Benefits for Children
Understanding Social Security Benefits for Children
There are millions of children in the United States receiving Social Security benefits. In 2017, a whopping 4.2 million1 children were receiving benef
Why Your Kid Could Use a Roth IRA
Why Your Kid Could Use a Roth IRA
If you didn’t already know, anyone with earned income can have a Roth IRA….including children! That’s right, there is no minimum age in the tax code t
Financial Planning for Aging in Place: It Costs More Than You Think
Financial Planning for Aging in Place: It Costs More Than You Think
It’s probably no surprise to hear that most senior citizens in America would prefer to live out their days at home. According to an AARP Research Cent
Joseph Walsh, Jr. Recognized as One of LPL Financial's Top Financial Advisors
Joseph Walsh, Jr. Recognized as One of LPL Financial's Top Financial Advisors
[SARASOTA, FL/ DEKALB, IL] — [February 14, 2018] — Joseph Walsh, Jr., an independent LPL Financial advisor at Walsh & Associates in Sarasota, FL a
Why Women Need to Save More Than Men
Why Women Need to Save More Than Men
Men and women may not be on equal footing when it comes to investing for the future. On average, women work fewer years and earn less than men, but th