The shocking ‘widow’s tax penalty’ results in higher taxes on less income after your spouse dies — why you must plan for it now to prevent disaster

This change can significantly impact your taxes: you may face a lower standard deduction, a higher marginal tax rate, more of ...

The One Social Security Decision That Can Add Hundreds to Your Monthly Check

Delaying Social Security past full retirement age can raise your check about 8% per year until 70. See who benefits, key trade-offs, and ways to bridge the gap.

How Widows Can Maximize Social Security Using This Little-Known Rule

We'll walk you through how surviving spouses might navigate different benefit types from the Social Security Administration (SSA) and use strategic timing to try to optimize what you receive. When ...
NBC Chicago

There can be a ‘survivor's penalty' after a spouse dies — here's how to avoid it

It's of course very difficult to lose your spouse — and some survivors may also have to deal with the shock of higher taxes after their wife or husband dies. Stream NBC 5 for free, 24/7, wherever you ...

'I Didn't Even Know Our Bank Passwords': Widow, 75, Admits She Had No Idea How to Manage Finances After Husband's Death

The death of a spouse leaves a profound and often lifelong impact on the surviving partner, affecting all areas of life.
Forbes

Managing Your Partner's Debt After Loss: What Surviving Spouses Need To Know

Stacy Francis is the President and CEO of Francis Financial & founder of Savvy Ladies™, empowering women to achieve financial independence. When Margaret lost her husband, Ben, her world turned upside ...
NBC DFW

There can be a ‘survivor's penalty' after a spouse dies — here's how to avoid it

It's of course very difficult to lose your spouse — and some survivors may also have to deal with the shock of higher taxes after their wife or husband dies. The survivor's penalty is more common ...