Welcome to the Widowed Community Financial Blog

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

The 2019 SECURE Act and its Impact on Widows and Widowers, Part I

The SECURE Act was signed into law on December 20, 2019. Inherited IRAs and other retirement accounts now have new distribution rules that may create more taxes over a shorter period of time and less wealth for the beneficiary. Also the required start date for distributions from an owner's own IRA or retirement account has changed. Read more...

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What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist!

Having the right tool for a particular job is very important. There are many document checklists available for those who experienced the death of a family member, but the Widowed Community Document Organization Checklist is focused only on widows and widowers. Our checklist deals with the task of collecting documents and doesn't add in confusing or inappropriate guidance on subjects that require analysis or are not time sensitive.

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WC Wealth Reminders™

To help you manage important tax, legal and financial tasks as well as protect and maintain your home and vehicles

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Financial Advisor Evaluation & Selection Tool

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

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Immediate Checklist

A step-by-step process of people to call, documents to collect and arrangements to be made during the first 72 hours after the death of a spouse or partner

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