Financial Planner for Widows & Military
In this solo episode of the Widow Life and Money Podcast, I discuss a transformative financial tool available to Gold Star Widows: the HEART Act. Enacted in 2008, this legislation provides a remarkable opportunity for those who have made the ultimate sacrifice through their spouse’s military service. As a Gold Star Widow, you have access …
Unlocking Financial Security: Leveraging the HEART Act for Gold Star WidowsRead More
Welcome to another episode of the Widow Life and Money Podcast, hosted by me, Daniel Kopp. Today, I am thrilled to host Andi Wrenn, who shares her powerful journey of becoming a military widow and transforming her deep personal loss into a mission to aid other widows, particularly within the military community. In this heartfelt …
Navigating Loss and Legacy: A Discussion with Andi Wrenn on Supporting Gold Star WidowsRead More
Your SGLI Benefits and the HEART Act: A Golden Opportunity for Your Future As a Gold Star Widow, you have already given so much in service to our country. The loss of your spouse represents the ultimate sacrifice, and while nothing can replace what you’ve lost, there are financial tools available to help secure your …
Gold Star Widows Financial Planning with the HEART Act Roth IRARead More
Credit cards are like a power saw. Use them well and you can easily do things with much less effort than without. Use them poorly and you can (figuratively, for cards) cut off your fingers (ouch!!!). Here are the best and worst ways to use your credit cards, and how in some situations, one of …
Being a financial advisor/planner is personal to me. Not only is this a job I’m absolutely passionate about, it’s also about how I personally have benefited from having my own financial advisor. When I was grappling with grief and loss, I depended upon my financial advisor as a trusted companion to help guide me through …
WSFP’s Answers to 10 Questions to Ask When Hiring a Financial AdvisorRead More
I’m a financial advisor who hired my own financial advisor — here’s the 10 questions I asked to interview them. Now you can use them too. Hiring a professional financial advisor can be a challenge. After all, your advisor will know all about your finances and help you make big financial decisions. You need someone …
10 Questions to Ask When Hiring a Financial AdvisorRead More
Every day I see evidence that we are still in the midst of New Year’s resolutions season. My gym is much busier than it was in the preceding months and social media is plastered with people tracking or sharing their newfound focus on goals. My guess though based on years of observation (and my own …
Most Important Financial Decision of Your Life For most military retirees, the Survivor Benefit Plan (SBP) is often the most important decision of your financial life. It can also be among the most confusing, emotional, and uncertain. In almost every case, you must make a one-time irrevocable decision that will have lasting impacts for decades. …
