Welcome to the Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
Evaluating and Selecting a Professional Financial Advisor, Part II
Give your potential financial advisor the Dear Financial Advisor Letter. It lays out your expectations and requirements of that professional financial advisor.
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Evaluating and Selecting a Professional Financial Advisor, Part I
Evaluating and Selecting a Professional Financial Advisor, Part I Financial Advisor Evaluation and Selection Tool™ Too many people ask the wrong questions or don’t know which questions to ask of a potential financial advisor. In this two-part series we provide a detailed process of how to properly...
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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
Financial Advisor Evaluation & Selection Tool
Learn How to Evaluate and Select a Professional, Financial Planning-based Financial Advisor
New Widow's Complete Checklist
A comprehensive step-by-step checklist covering vital financial, tax and legal issues during your first year as a new widow
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