Widows/Widowers and Financial Responsibilities

When a spouse dies the surviving spouse may be unprepared for the financial responsibilities both spouses used to handle. To prepare, both spouses should know how to budget, understand their investments, retirement finances, social security and know where life insurance policies, safe deposit boxes and keys, and investment accounts are located. Consider attending workshops that provide financial education. The passing of a loved one is difficult, so it’s important to be financially prepared when the time comes.

Sorry, comments are closed for this post.

Hugg and Associates LinkedIn