We all need help and reassurance when coping with grief, and the emotional aftershock of losing a loved one makes the demands that our financial world …
Are you feeling anxious
I try to asks high quality questions and do a lot of listening. Together we can clarify what’s important to you and how to accomplish it. This might include helping children or aging parents, strategies to maintain your lifestyle, or how just to not run out of money.
or unclear about your finances going forward?
Download The Companion Guide to “Go It Alone”
If you're working through my book, "Preparing to 'Go it Alone', I've created a workbook to assist with the process. Downloading this book will allow you to take the ideas from the book and apply them to your life as you read.
The book is easy to read and gives you clear and understandable guidelines to follow after the spouse's death. Also, planning aspects while both spouses are alive is in the last chapter and the author mentions that if you both are alive, to read that chapter first. Good info particularly about retirement plan assets such as 401k and IRA's. Concise but worth the $$ and time.R. Nance