Explore a Roth conversion plan for a 58-year-old widow with $140k consulting income. Gain clarity on timing, taxation, and strategies to optimize your retirement savings.
Cameron Zabko, CFP®
January 6, 2026
Discover if you should use dividend ETFs or a bond ladder for predictable retirement cash flow. Learn the differences that could shape your income.
November 10, 2025
Learn how to find an honest financial planner near Atlanta experienced with widows who offers clear guidance, practical steps, and support.
November 5, 2025
Looking for the best way to replace a lost paycheck with your husband’s investments? Discover strategies for maintaining stable income and clarity while navigating your financial future.
October 27, 2025
Gain clarity on how the 2026 Social Security COLA and rising Medicare costs affect widows' retirement plans. Learn key steps for stability.
October 21, 2025
Overwhelmed by paperwork after losing your husband? Discover essential steps to organize your finances, streamline documents, and gain clarity during this challenging time.
October 13, 2025
Use this checklist to smoothly close your late spouse's bank accounts and credit cards, streamlining essential estate tasks after your loss.
October 6, 2025