Grief can cause forgetfulness, lack of focus, or a sense of being overwhelmed. These symptoms can lead to missing important financial planning, tax and legal deadlines and overlooking critical tasks. Widowed Community, LLC has a free solution!
We created the WC Wealth Reminders™checklist to remind you of what tasks need accomplished throughout the year to help you get and keep your life in order. Speaking of order, these tasks are organized so you know which ones need accomplished each month, three times a year, annually or at a specific time during the year.
Please realize that not every published reminder may apply to your situation. The timing of some published reminders may differ from your specific situation, so adjust accordingly. If you find a recurring task in your own life that isn’t published in our WC Wealth Reminders™ checklist, please let me know via the Contact page.
To obtain your free WC Wealth Reminders checklist, please enter your email address below and click the Download Now button. Your checklist will download immediately!
Additional Financial Planning Tools for the Recently Widowed
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
Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
WC Wealth Reminders™
Timely reminders to help you manage important tax, legal and financial tasks as well as protect and maintain your home and vehicles