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Meeting Your Needs: Recently Widowed

Losing your spouse is a difficult time that is often accompanied by confusion and fear. You may be wondering how you will manage financially, or you may not have a good understanding of your financial situation. My role as your trusted advisor is to provide guidance and to help you weed through your new financial concerns.

Questions I can help you answer:

  • Do I have enough money?
  • How do I access my late spouse’s life insurance, and where should I invest the proceeds?
  • How to I pick up where my spouse left off with our finances?
  • How do I manage Social Security?
  • What should I do about my spouse’s investments?
  • Can you help me understand my investments?
  • Will there be tax implications?
  • How do I change our bank accounts, investment accounts, insurance policies, and other documents?