Death of a Spouse or Partner

At a time when you are in pain from your loss, chances are everyone around you is now an expert of what YOU should do,


without really knowing what your financial situation is. Pushing you to make decisions now, don’t delay! When in fact, the best decision may be to do nothing beyond the basics of changing social security and settling debts.


But how do you know what is best for you?

Some of your questions may be:

What are the survivor benefits I am entitled to?

What should I do with the life insurance proceeds?

I don’t want to keep working with my spouse’s advisor, they talk down to me and in words I don’t understand. Can I move my accounts now?

How much do I need to live on and where will that income come from?

How do I need to change my estate plan?

How do I invest my assets for this next phase of my life?​

To help you get through the fog, you need to find someone


who will really listen to you and learn enough about what needs to be done immediately and what can wait until you are ready to face the issues or details. We are those Advisors. We have become trusted Advisors to many widows and widowers and really helped make a difference in their lives after their loss. We know it is important to be patient and gentle with yourself as you go through the grieving process and we support you in this. Creating and executing a comprehensive Financial Plan will increase your chances of success.


We have a Checklist for What to do after the Death of a Spouse, click here for a copy. We hope it can help you.

Questions to Ask when Interviewing a Financial Advisor


You know you need some guidance and good, unbiased advice, but how do you know whom you should work with? You don’t know the language of the financial world and everyone you talk to talks over your head. Here is a list of questions that you should ask anyone you are interviewing for one of the most important jobs of their live – Advising YOU!