You’ve experienced an incredible loss. Now it’s time to think about protecting your future. Losing a spouse could be one of the most difficult things someone will ever face. However, despite the emotional hardship, a widow can emerge from the loss stronger than ever and more capable of managing their financial future.
It’s evident that money issues can be one of life’s biggest stressors — but it doesn’t have to be. Once you are ready to take control of your financial situation, there may be things you find you need more clarity and instructions on. There may be some bigger questions you have about your financial future, like how to make your money last.
You may also need help settling your spouse’s estate, transferring assets to your name, closing accounts, updating beneficiaries and planning for your future needs. For all of these questions, a financial advisor can help.