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

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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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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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Financial Tools for the Recently Widowed