Loan & Distribution Specialist AimPoint Pension
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Regional Vice President of Sales The Retirement Plan Company
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Bates & Company, Inc.
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Compass
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Defined Benefit Combo Cash Balance Compliance Consultant Loren D. Stark Company (LDSCO)
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AimPoint Pension
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A Guide for Widows: Five Steps for Navigating the Financial Challenges (PDF)
Women's Institute for a Secure Retirement [WISER] Mar. 6, 2020 24 pages. "The first step in making a workable financial plan for the long term is to identify all sources of income -- both your own and those from your spouse, such as Social Security benefits, Veterans Benefits employer pensions and savings plans, earnings and income from work, home equity, and life insurance. Additionally, determine whether each source of income is a regular payment (like a Social Security benefit) or is a lump-sum (like a single payout from life insurance), and whether or not the regular payment is indexed to inflation and will increase over time." |
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