Category: Financial Planning
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Why I’m Changing Careers to Be a Financial Planner

I hesitated to write this blog post because it will hold me to a decision I recently made. I guess there’s no turning back now! After almost 25 years of working in the technology field, I’ve decided to change careers and become a financial planner. How did I get here? After my husband died in…
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Free Financial Planning and Tax Help I Received

There are a number of financial and tax-related topics that newly widowed people need to understand. It’s ironic to have to deal with additional complexity at a time when you are least capable. Fortunately, there are organizations that give free financial planning and tax preparation help. Three months or so after my husband died, I…
