Welcome to the Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
Tracking Passwords, User IDs, PINs and Security Questions
If your spouse passes away, can you access their laptop or the dozens or hundreds of online accounts and memberships they may have? This is a huge challenge for the surviving spouse. Learn how to track this information before it's too late!
read more
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.
read more
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
Recent Comments