What to Do With Inherited Investment Accounts
A calm guide to inherited investment accounts, including ownership, beneficiary, tax, fee, distribution and diversification questions to ask before acting.
Read the story and guide →The Solid Ground journal
Women and Changing Wealth
Financial stories and educational guidance for women managing wealth after a major life change.
How to Organize Finances After the Death of a Spouse
A calm, step-by-step system for organizing finances, documents, deadlines, accounts and questions after the death of a spouse.
Read the story and guide →What Financial Documents Do I Need After My Husband Dies?
A practical checklist of the financial documents you may need after your husband dies, with guidance for organizing records, accounts, insurance, taxes and estate paperwork.
Read the story and guide →Financial Steps After the Death of a Spouse: Organizing the First Year
A calm, practical guide to the financial steps after the death of a spouse, including what may need attention now, what can wait and how to organize the complete picture.
Read the story and guide →Trusted Contact vs. Power of Attorney: What Is the Difference?
Understand who can be contacted, who can act, how authority is documented, and when to review a trusted contact, power of attorney, trustee, or executor.
Read the story and guide →Is Brokerage Cash FDIC Insured? What Women Should Verify
Learn whether brokerage cash is FDIC insured, when SIPC may apply, and how bank sweeps and money market funds change the answer.
Read the story and guide →HSA and Medicare: When Contributions Need to Stop
Understand how Medicare enrollment and retroactive coverage can affect HSA eligibility, contribution timing, payroll deposits, and excess contributions.
Read the story and guide →1031 Exchange After Selling Rental Property: Deadlines and Questions
Understand qualifying real property, constructive receipt, qualified intermediaries, the 45-day identification period, the 180-day exchange period, and basis records.
Read the story and guide →Charitable Giving Before a Business or Stock Sale: Questions to Ask Early
Explore timing, qualified charities, appreciated property, valuation, substantiation, sale commitments, deduction limits, and family intent before a liquidity event.
Read the story and guide →What Happens to a Joint Bank Account After a Spouse Dies?
Understand survivorship, account ownership, bank access, deposit insurance, estate authority, and the records to request before moving money.
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