Client Lee Bowman describes her experience working with Parallel Financial. I have previously shared about some of the financial...

We help clients support their favorite charitable causes in a tax efficient manner. I have a client who donates roughly $5,000* per year...

Estate planning is a crucial part of life that many overlook, especially widows who may feel overwhelmed by new responsibilities. It goes...

After the loss of a spouse, many widows are looking for someone they can trust to manage their investments. For widows looking to hire a...

Social Security provides critical financial support to widows through survivor benefits, helping ease the burden of losing a spouse....

When we think of saints, many may conjure up images of ancient figures, far removed from our modern world. Yet, Saint Elizabeth Ann...

Losing a spouse is an emotionally overwhelming experience, and dealing with financial matters like life insurance claims can add to the...

I am currently working with a client to prepare her for retirement. Her main question, which is also the one I get asked the most, is “Am...

In the annals of history, few monarchs have left a mark as profound and enduring as Queen Victoria of the United Kingdom. Her reign,...

Summer travel can be a rejuvenating experience, offering new adventures and the opportunity to heal. For widows, this time can be...

Navigating finances after the loss of a spouse can be overwhelming. Focusing on three key areas—building a relationship of trust,...

Losing a spouse is undoubtedly one of life's most challenging transitions. Amidst grieving and adjusting to a new normal, practical...

Jordan's upbringing by a single mom, with the support of his grandparents, instilled in him the value of resilience and the importance of...

Losing a spouse is undoubtedly one of life's most challenging experiences. Amidst the emotional turmoil, widows in Greenville, SC, often...