Welcome to the Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
Social Security Benefits When a Spouse Dies, Part III
If you and your spouse already collect SS benefits, what happens to these benefits when your spouse dies? Specific examples along with important lessons learned. Read on...
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Social Security Benefits When a Spouse Dies, Part II
General Social Security rules for widows and the effect on survivor benefits. The Social Security timeline. Starting benefits early versus late and more basics. Read on...
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Social Security Benefits When a Spouse Dies, Part I
A clear understanding of a widow's claiming options for various Social Security benefits may result in much higher lifetime benefits. Start with the basics here...
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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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Immediate Checklist for Widows, Part II
The Immediate Checklist for Widows comes with a step-by-step process of people to call, documents to collect, and arrangements to be made in the first 72 hours after losing a spouse.
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Immediate Checklist for Widows, Part I
The Immediate Checklist for Widows comes with a step-by-step process of people to call, documents to collect, and arrangements to be made in the first 72 hours after losing a spouse.
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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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