Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. The widow(er)’s penalty tax is one of the least known yet most onerous ...

The widow's penalty can reduce your Social Security income after a spouse dies. Learn how this works, why it happens, and ...

Losing a spouse brings immense emotional weight and, often, unexpected financial decisions. For many surviving spouses, one of the most complicated and confusing tasks is deciding what to do with the ...

When a spouse dies, the emotional shock often collides with an immediate financial question: what happens to the Social Security income that helped pay the bills. Survivor rules are technical, but ...

One of the most difficult aspects of retirement planning for many married couples is discussing what life might look like when one of them passes and the other is left alone. Loving couples, of course ...

Losing *** loved one is never easy but the loss of *** long time spouse can be especially hard. Couples have oftentimes compensated for one another's deficits. Geriatrician Amit Shah with Mayo Clinic ...

In 2014, 57-year-old Candy Garrison was at home in McNairy County, Tennessee, when she got a devastating call. “I was in the kitchen canning and had got a phone call that something had happened to ...

There are three instances in which a surviving spouse may be held liable to pay the remaining debt of the departed borrower.

The last few words of the standard marriage vow are, “for as long as you both shall live” and they are profound. These words are life-changing because they mean the couple taking their vows are ...

Forbes contributors publish independent expert analyses and insights. Bob Carlson researches all facets of retirement finances. Many people have heard that the “portability” rule essentially doubles ...