Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of experts, and individuals who have gone through it themselves, to give you the tools and information you need to be prepared.
Prior to this year's series on Widowhood, Financially Ever After covered topics related to divorce. We invite you to check out these fantastic episodes if they are relevant to you.
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Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of experts, and individuals who have gone through it themselves, to give you the tools and information you need to be prepared.
Prior to this year's series on Widowhood, Financially Ever After covered topics related to divorce. We invite you to check out these fantastic episodes if they are relevant to you.
The Social Security Survivor Benefit Secret with Mary Beth Franklin
Financially Ever After Widowhood
48 minutes
6 months ago
The Social Security Survivor Benefit Secret with Mary Beth Franklin
Think you know everything about Social Security? Think again. What if the difference between a spousal benefit and a survivor benefit could mean thousands of dollars more in your pocket, but no one tells you? In this eye-opening episode, Stacey Francis sits down with Mary Beth Franklin, a nationally recognized expert on Social Security, to unravel the complex web of rules and opportunities surrounding Social Security for widows and divorced women. With over 2,700 rules in the system, most people make costly mistakes without even knowing it. Mary Beth breaks it all down in clear, practical terms and shares the strategies that can maximize lifetime benefits.
You'll hear us discuss:
How Social Security retirement, spousal, and survivor benefits are actually separate “pots of money”
What divorced women need to know about eligibility for spousal and survivor benefits - even if their ex has remarried
How the length of your marriage (and whether you remarried after age 60) can impact what you’re entitled to
Why claiming benefits early could lead to permanent reductions, and what full retirement age really means
The surprising rule that allows widows to claim one benefit now and switch to a higher one later
How earnings limits can affect your benefit if you’re still working
Why children under 18 (and their caregiving parent) may be eligible for survivor benefits after a parent dies
Real-life scenarios that show how proper strategy can increase benefits by tens of thousands of dollars
How to claim retroactive benefits and what to do if Social Security gave you the wrong advice
Where to find the most reliable information and professional help, including Mary Beth’s own resources
Resources
Mary Beth Franklin on Web | X (Twitter) | Email: MBFretirepro@outlook.com | Phone number: 703-609-4764 | Maximizing Social Security Benefits
Other resources - Social Security Advisors - help with claiming backpay | Social Security Administration - government website with information on Social Security Benefits
Stacy Francis on LinkedIn | X(Twitter) | Email: stacy@francisfinancial.com
FrancisFinancial.com
Reach out to receive a complimentary consultation! Contact Francis Financial at +212-374-9008 or visit Francis Financial today!
Financially Ever After Widowhood
Widowhood is the state of being a widow or widower: a person whose spouse has passed away. This is a situation that no one wants to be in, but it is something that can happen, and that you and your family should be prepared for financially. When this kind of painful, life altering event occurs, it's important to have the structure in place for you and your family to be protected, and this year on Financially Ever After Widowhood, Stacy Francis is going to be talking to a diverse lineup of experts, and individuals who have gone through it themselves, to give you the tools and information you need to be prepared.
Prior to this year's series on Widowhood, Financially Ever After covered topics related to divorce. We invite you to check out these fantastic episodes if they are relevant to you.
