Dear Jerry, I just got your message saying that your dad had died. I’m so sorry. I can only imagine how tough this is for you. I’m sorry I couldn’t be there for you when you needed me. Unfortunately, I only got your message this morning as I’ve been away in the mountains — intentionally … Read More
“It does not take much strength to do things, but it requires a great deal of strength to decide what to do.” ― Elbert Hubbard Popular wisdom states that we shouldn’t make important, life-changing, decisions during the first year after a major loss. Sometimes, however, doing so is impossible and decisions have to be made. Lean on … Read More
In my last post, I talked about the struggle a surviving spouse has when they realize that they are now on their own financially. I talked about how couples make their goals and plans with a “we” and “our” perspective and how difficult it is to adapt to flying solo. I mentioned that this adjustment … Read More
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
In my last post, I discussed the benefits of having a financial “buddy” to help you over the 12 to 18 months following the death of your spouse. I highly recommend finding someone you trust to help you carry out some of the financial decisions that you’re going to have to make during that time. … Read More
When tragedy first strikes, there seems to be a disconnect between our physical selves and our emotional selves. Terri noticed this within days after Jon’s funeral. When she was home, the quiet closed in on her and she wanted out. If she went to the mall or a coffee shop, there were too many people … Read More
