One of the most unfortunate financial consequences of widowhood is certain people will get the perception you now have extra money. They might think you have a lot of it (even if you don’t) and therefore think you are now a source of funds for their needs or wants. As a widow, you may be … Read More
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Moving Forward on Your Own: Decisions in the First Year
When I worked as an investment advisor, one thing that I saw widows struggle with after their spouse or partner passed way, was the realization that now they were on their own. I don’t want to imply that the surviving spouse was helpless at managing the financial affairs. Not at all. In fact, with the majority … Read More
Get by With a Little Help From Your Friends
Following the death of a spouse, there are a number of decisions and steps to take that need to be done immediately and some that will need to to be taken care of within a few weeks or months. And, still other decisions involving the settlement of the estate and making future financial plans will … Read More