Ep 480. The Widow’s Dilemma

What questions should I ask when interviewing a financial advisor? As a widowed 46-year-old, and feeling like I must start all over, how am I to navigate the life insurance company contesting the death benefit, forcing me to live off a rapidly dwindling savings? And why is it that when a surviving spouse moves from filing jointly to filing single, they are typically pushed into a higher tax bracket? David Brooks has answers to these questions in today’s Q&A episode.