Important Financial Steps To Take After The Death Of A Spouse. Retirement Planning.

Financial steps to take after the death of a spouse or loved one.


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Nothing can quite upend your world, like the passing of a spouse. It leaves many at a loss, for what to do next. And if you or a friend has lost their spouse, then this video is going to be helpful because I'm going to give you a step-by-step plan so that you can simplify what you should be doing in the coming months.
It'll help you feel like you have a little bit more control over the finances.

And if you've recently lost your spouse, I'm so, so sorry for your loss. Since people come to me for the financial part of their life, I've helped quite a few recent widows and widowers go through this process of getting their financial life organized. And as a side note, your financial planner should be able to take a lot of the burden off of your shoulders.

The financial companies don't make it easy. But your advisor can help. If you don't have an advisor or you just don't feel a hundred percent comfortable with reaching out to them, then please reach out to me because we've helped a lot of spouses during this difficult time to just get everything organized.

So here are the next steps. It doesn't have to go exactly in this order, but it seems like a pretty natural way of getting things organized and then moving forward in the right direction.

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