The Surviving Spouse
What's Next?
Being the surviving spouse can be overwhelming. In the midst of your loss, it's necessary to adjust and plan for your future.
Whether you have been on your own for weeks, months, or years, there may be questions keeping you up at night.
- Do I have enough money to last?
- Where do I begin? My spouse always handled the finances.
- Should I sell my house?
- How will changes in Social Security and pension affect me?
As your financial advisor, I will be here as a sounding board for your questions, thoughts, and ideas. Together we can form a cohesive plan, review your spousal benefits, and reorganizing your financial plan and assets as needed.