Your Concerns

  • Feeling Overwhelmed
  • Being Disorganized
  • Unsure Where to Start
  • Spouse Handled Finances
  • Making Big Decisions

Financial Planning for Widows

When your husband or wife dies, you are overwhelmed with grief, fear, loneliness, and uncertainty.

You may be at a loss with what to do about your financial affairs,

especially if your spouse had primary responsibility for financial matters.

The two of you may have talked about the future and kept your affairs well organized. Yet even if your financial knowledge is good, grieving often translates into difficulty making good decisions.

Avoid Major Financial Decisions in the First Year

During your first year as a widow, try to avoid making major changes to your finances. Wait until your mind clears before selling your home, moving, making a big purchase, or changing investments.

Allow yourself to grieve. Wait for some time to pass while you stabilize your situation by focusing on the immediate administrative decisions such as organizing the funeral, notifying insurance companies, contacting social security, and reaching out to an estate-planning attorney.

If you’re overwhelmed by these short-term tasks, a financial planner can quarterback for you by assigning one task to you at a time.

Find a Trusted Advisor Who Provides Unbiased Advice

Look for an advisor who provides unbiased advice and understands the importance of avoiding major financial decisions until you’ve had some time to heal.

B.E.S.T. Wealth Management will help you take stock of your current situation, prioritize immediate items you need to act on and, when you are ready, develop a financial plan that meets your needs and objectives.

In a one-on-one personal financial consultation, you can share your concerns about your situation. This initial meeting is complimentary … and there is

no pressure or obligation on your part to commit to working with us.

If a death of spouse recently turned your world upside down, contact B.E.S.T. to arrange an introductory consultation.

Let's Rebuild Your Life Together!

Contact us to learn
more about:
  • What To Do Next
  • Getting Financially Organized
  • Planning For Future
  • Addressing Your Concerns
  • Achieving Your Goals