HeyJaredEric W. Bond
- Indexed articles, last 90 days
- 2
- Latest publication
- Aug 26, 2026
- Outlet visibility, for Kiplinger
- Top 100K sites
- Earliest in this view
- Jul 19, 2026
Latest articles
Financial Priorities After Losing a Spouse: Urgent Actions vs Non-Urgent Decisions (opens the original)
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Some of the saddest meetings I have aren't with couples. They're the ones where a client comes to see me for the first time after losing their spouse. After nearly 30 years as a financial adviser, I've noticed a pattern. In most marriages, one spouse becomes the family's de facto chief financial officer. They know where the accounts are, when the required minimum distributions begin and why certain beneficiaries were chosen. The other spouse understands the big picture, but not always the detail
5 Scams Targeting Retirees Now — and the Easiest Ways to Stay Safe (opens the original)
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One of my clients, a 79-year-old retiree, stopped at her bank's ATM to take out some cash. She had no reason to think twice about it. A few hours later, she was staring at $1,400 in unauthorized withdrawals from her account. Criminals had installed a card skimmer on the machine. What made the situation worse: The bank didn't own the ATM. The actual owner was a third party, so recovering her money meant weeks of paperwork, phone calls and escalating frustration. She eventually got every dollar ba
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Top 100K sites
For Kiplinger, the outlet · Measured Aug 1, 2026
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