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Jordan Roberts
Dec 10, 20243 min read
Navigating Estate Planning Essentials: A Guide for Widows in Greenville SC
Estate planning is a crucial part of life that many overlook, especially widows who may feel overwhelmed by new responsibilities. It goes...
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Jordan Roberts
Nov 25, 20242 min read
Understanding the Fiduciary Standard in Investment Advice
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...
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Jordan Roberts
Oct 22, 20241 min read
Social Security Survivor Benefits for Widows: What You Need to Know
Social Security provides critical financial support to widows through survivor benefits, helping ease the burden of losing a spouse....
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Jordan Roberts
Sep 10, 20243 min read
Saint Elizabeth Ann Seton: A Legacy of Faith and Service as a Widow
When we think of saints, many may conjure up images of ancient figures, far removed from our modern world. Yet, Saint Elizabeth Ann...
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Jordan Roberts
Aug 19, 20241 min read
How to Handle Life Insurance Claims After the Loss of a Spouse
Losing a spouse is an emotionally overwhelming experience, and dealing with financial matters like life insurance claims can add to the...
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Jordan Roberts
Aug 6, 20241 min read
Am I ready to retire?
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...
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Jordan Roberts
Jul 23, 20242 min read
Life After Loss: Queen Victoria
In the annals of history, few monarchs have left a mark as profound and enduring as Queen Victoria of the United Kingdom. Her reign,...
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Jordan Roberts
Jul 8, 20241 min read
4 Tips for Summer Travel
Summer travel can be a rejuvenating experience, offering new adventures and the opportunity to heal. For widows, this time can be...
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Jordan Roberts
May 28, 20241 min read
3 Steps to Protect Your Finances After the Loss of Your Spouse
Navigating finances after the loss of a spouse can be overwhelming. Focusing on three key areas—building a relationship of trust,...
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Jordan Roberts
May 8, 20242 min read
Navigating Medicare Enrollment: A Guide for Widows in Greenville, SC
Losing a spouse is undoubtedly one of life's most challenging transitions. Amidst grieving and adjusting to a new normal, practical...
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Jordan Roberts
Apr 23, 20241 min read
A Personal Story
Jordan's upbringing by a single mom, with the support of his grandparents, instilled in him the value of resilience and the importance of...
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Jordan Roberts
Apr 9, 20242 min read
Empowering Widows: The Importance of Working with a Financial Advisor in Greenville, SC
Losing a spouse is undoubtedly one of life's most challenging experiences. Amidst the emotional turmoil, widows in Greenville, SC, often...
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