My dear friend recently lost her husband. He was in charge of their finances and she is lost. What financial topics need to be prioritized?
I’m sorry to hear about your friend’s husband. The financial priorities are the Estate Plan, Bank Accounts, Retirement Accounts, Life Insurance.
I’d recommend she meet with a Financial Professional that she trusts. If you would like more specifics, please contact our office.
Read more in our Financial Checklist for Widows article.
Getting to know where you are today and where you want to be in the future are the first steps to planning for your financial security and freedom. We can help answer the common financial questions women may have.
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