WC Wealth Reminders™

To help you manage important tax, legal, financial, vehicle and home-related tasks during overwhelming times

Grief can cause forgetfulness, lack of focus, or a sense of being overwhelmed. These symptoms often lead to missing important deadlines, forgetting to file documents and overlooking critical tasks, leaving your life in shambles.

We created the free WC Wealth Reminders to remind you of what tasks you need to do to help you get and keep your life in order.

Once subscribed (using the orange and blue subscription box on this page), WC Wealth Reminders™ will be delivered to your email inbox every month to help you proactively manage and protect your wealth during these emotionally challenging times.

Sample Reminder

Important: The information provided within the WC Wealth Reminders™ provides general educational information and is not specific advice for your situation. Your situation may differ.  For additional information please visit the Terms of Use page for disclaimer, privacy policy, permissions & reprints and comment policy as they relate to the blog posts, Weekly Wealth Reminders™ and other information and documents available on this website. The FAQs page also contains some good information related to documents on this site.

Please realize that not every published reminder may apply to your situation. The timing of some published reminders may differ from your specific situation, so adjust accordingly. If you find a recurring task in your own life that isn’t published in our WC Wealth Reminders™, please let me know via the Contact page.

Subscribing to the WC Wealth Reminders™ is also a subscription to the Widowed Community Financial Blog.


Additional Financial Tools for the Recently Widowed



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Widowed Community Financial Blog

Financial Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers


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Learn How to Evaluate and Select a Professional, Financial Planning-based Financial Advisor

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