A Financial Planning Guide for the Recently Widowed

13.6 MILLION WIDOWS LIVE IN THE U.S.

Here is a short guide to help navigate the financial process, understand how investments work, and eventually find someone you can trust to help you keep your financial house in order.

DEVELOP A PLAN FOR MOVING FORWARD

Dealing with finances after a loved one’s death can be confusing and overwhelming, making it difficult to know where to start. Having a plan can help alleviate some of the anxiety that can occur when dealing with your finances.