In 2011, 2.5 million baby boomers those born between 1946 and 1964 – became senior citizens. For many, Social Security, Medicare and veteran benefits provide special tools and options:
Government Benefits
Sorting Things Out as a Surviving Spouse
Here’s a fairly common picture:
During 50+ years of marriage, a husband (we’ll call him George) handles all the banking and investments. George dies. Barbara, his surviving spouse, must now handle unfamiliar financial matters. This is especially difficult in the midst of the grief and other impacts of losing her spouse. Barbara needs to know her financial situation, but doesn’t know where to start.
