|
💥EVENT ALERT 💥
Divorce and Retirement: What You Need to Know
Live Virtual Q&A with Jill Lowe & Eric Blake
Thursday, September 25 | 6:30 PM – 7:30 PM CT | Zoom Webinar
Are you navigating—or considering—divorce later in life? Wondering how it might impact your retirement, Social Security, or financial stability?
We’re inviting you to a special live Q&A event where collaborative divorce attorney Jill Lowe and retirement planner Eric Blake will answer your most important questions.
|
|
|
As we conclude our 3-part Navigating Life After Loss series (1st episode, 2nd episode), I’ve been touched by the feedback. I shared that part of my inspiration for this series comes from my grandmother, who walked this difficult path years ago. The other part comes from the many clients I’ve had the honor of walking alongside through their own losses.
For those of you who have lost a spouse in recent years, please know how much we care about you—and how humbled I am that you’ve allowed me to help guide you through such an emotional time. My hope is that this series continues to provide comfort and clarity, and that you’ll consider sharing it with someone close to you who may need it. -EB
|
|
|
Navigating Life After Loss – Part 3: Planning Your First Year with Clarity and Care
💬 From Episode 69:
“It's the planning that was done before death that impacts those decisions in that first week and in that first month. Then, it's the planning after death that's just as important in that first year.” – Eric Blake In Part 3 of our Navigating Life After Loss series, I share how to approach both urgent and long-term planning after the loss of a spouse. I explain which financial and lifestyle choices deserve early focus, how tax planning can protect your future, and why building a supportive foundation is essential. Together, we look at practical ways to move forward with clarity and confidence.
Here’s what we cover:
- The impact of pre-death planning, wills, estate plans, and beneficiary designations on easing stress after loss
- The key financial updates in the first year, including executors, trustees, Social Security timing, and income sources
- How tax filing status changes after a spouse’s passing, and strategies like Roth conversions and capital gains harvesting
- Rebuilding a financial foundation through account consolidation, investment updates, and income planning
- The importance of lifestyle and emotional choices, such as housing, community support, and designing the next chapter of life
- And more!
You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.
|
|
|
Navigating Life After Loss: A Guide for the Newly Widowed
The companion guide to our 3-part podcast series.
When you’re grieving, it’s hard to know where to start. This compassionate, step-by-step resource will help you navigate the first days, weeks, and months after losing a spouse — so you can focus on what matters most.
|
|
|
Related Links & Resources
|
|
|
Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃
Keeping Retirement Simple,
Eric Blake, CFP®
|
|
|
Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.
All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.
Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither Blake Wealth Management nor RFG Advisory guarantee the accuracy of third-party sources. The views expressed here are those of Blake Wealth Management. They do not necessarily represent those of RFG Advisory, their employees, or their clients.
This commentary should not be regarded as a description of advisory services provided by Blake Wealth Management or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.
Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Blake Wealth Management and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.
RFG Advisory is an SEC-registered investment adviser. SEC registration does not constitute an endorsement of RFG by the Commission, nor does it indicate that RFG or any associated investment advisory representative has attained a particular level of skill or ability.
|
|
|
