After the loss of a spouse, your financial advisor can help you assess your financial situation, including:
Navigating the financial complexities after the loss of a loved one. Creating a customized next steps checklist, decision prioritization and more.
Assessment of your current income and proceeds coming from life insurance policies.
Help you decide what to do with any investments and retirement savings accounts that your spouse may have had.
After losing a spouse, you will need to revisit estate planning and beneficiary designations including wills, living wills, powers of attorney, etc.
You may be pondering financial decisions such as selling your home, as your goals as an individual may have changed.
If you still have dependents at home, we will help you assess how you provide for them by yourself.
Will your vision for retirement change drastically?