Financial Planning for Singles & Solo Agers
No safety net of a partner
This 8-part series provides comprehensive coverage of Emergency Fund Size. Topics include Emergency Fund Size, Long Term Care Solo Aging, Power Of Attorney, Beneficiary Contingencies, Social Security Never Married, Companion Living Arrangements, Companion Living, End Of Life Planning.
Articles in this series
Emergency Fund Size: 9–12 Months Baseline
Emergency Fund Size: 9–12 Months Baseline ========================================== The standard emergency fund guidance—three to six months of expenses—was developed with the assumption that...
Long-Term Care: Solo Aging Facilities
Long-Term Care: Solo Aging Facilities ====================================== The long-term care problem is challenging for everyone who faces it. For solo agers—people who will age without a...
Power of Attorney: Choosing a Fiduciary Friend
Power of Attorney: Choosing a Fiduciary Friend ================================================ For married people, the default financial decision-maker during incapacity is typically clear: their...
Beneficiary Contingencies: Secondary and Tertiary
Beneficiary Contingencies: Secondary and Tertiary ================================================== When a single person names beneficiaries on retirement accounts, life insurance policies, and...
Social Security Strategies for Never-Married
Social Security for Never-Married Singles: Maximizing Your Own Benefit ======================================================================= Married people and divorced people with qualifying...
Companion Living Arrangements: Shared Expenses
Companion Living Arrangements: Shared Expenses Without Marriage =============================================================== Solo agers—people aging without a spouse or partner—face a...
End-of-Life Planning: Funeral Pre-Pay vs. Set-Aside
Companion Living Arrangements: Shared Expenses Without Marriage =============================================================== Solo agers—people aging without a spouse or partner—face a...
End Of Life Planning
End-of-Life Planning: Funeral Pre-Pay vs. Set-Aside ==================================================== End-of-life planning is the final area of financial planning that most people avoid until...