The loss of a spouse is one of the most stressful events in life.
At such a difficult time, it’s important to take care of yourself and rely on your trusted advisors – your attorney, CPA, and financial planner – to help you manage your affairs.
It’s also vital to avoid rash decisions that could compromise your long-term financial security and confidence.
By working with your advisors to create a temporary plan of action, you can be assured that the most important matters are taken care of as you work on getting the estate in probate and taking care of other more urgent matters.
As the estate begins to settle and any inheritances are distributed, you may have significant amounts of money to invest.
Your financial planner can help you understand your options and how they fit into your financial plan.
That way, you can preserve your financial future and avoid any unnecessary risks or sacrifices to your current lifestyle.
If you’d like to discuss your situation and explore your potential opportunities for a comfortable, confident future, please contact me.
I’d love to hear from you, and you can learn more about me and how I can help you as well.
While You’re Here . . .
Based on the popularity of my Widow Newsletter’s and additional questions I’ve received from clients; I want to share some more thoughts and offer some additional advice on this important topic.
When you’re ready reach out - 866.824.1228
Now what?
Whether you’re 36, 56 or 76 years old, you need to think about the rest of your life and managing your finances to support yourself and the life you want to live.
This may, but will not necessarily, involve investment management decisions.
And let me be clear, a financial plan is nothing more than a starting point.
The real benefit comes from the ongoing process of financial planning. This is where we would regularly update and review your financial plan and look at any of the possible “what if” scenarios you might be considering or wondering about.
And building your financial plan can be as easy as starting with an exploratory conversation where we want to uncover your attitudes about money, your goals, your hopes and your dreams, and uncover what’s important to you and what your priorities are.
The rest of your life is already happening. Make sure you plan for it to happen according to your needs, wants and wishes.
I hope this information has been helpful. If you have any questions or would like to discuss anything further, simply request a call with me.
It starts with a conversation.
