Welcome to the Widowed Community Financial Planning Blog

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

Widowed Community Wealth Reminders™, February 2020

by Jim Schwartz, CFP®, RICP® | Feb 3, 2020 | Categories: WC Wealth Reminders™. | 0 Comments

Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.

by Jim Schwartz, CFP®, RICP® | Jan 5, 2020 | Categories: WC Wealth Reminders™. | 0 Comments

Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.

by Jim Schwartz, CFP®, RICP® | Dec 1, 2019 | Categories: WC Wealth Reminders™. | 0 Comments

Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.

by Jim Schwartz, CFP®, RICP® | Nov 3, 2019 | Categories: WC Wealth Reminders™. | 0 Comments

Widowed Community Wealth Reminders™ to help you proactively manage and protect your wealth during difficult times.

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

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

A comprehensive step-by-step checklist covering vital financial, tax and legal issues during your first year as a new widow