Welcome to the Widowed Community Financial Planning Blog

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

The 2019 SECURE Act and its Impact on Widows and Widowers, Part I

The SECURE Act was signed into law on December 20, 2019. Inherited IRAs and other retirement accounts now have new distribution rules that may create more taxes over a shorter period of time and less wealth for the beneficiary. Also the required start date for distributions from an owner's own IRA or retirement account has changed. Read more...

read more

What Documents Must a Widow Gather? It Sure Would Be Nice to Have a Checklist!

Having the right tool for a particular job is very important. There are many document checklists available for those who experienced the death of a family member, but the Widowed Community Document Organization Checklist is focused only on widows and widowers. Our checklist deals with the task of collecting documents and doesn't add in confusing or inappropriate guidance on subjects that require analysis or are not time sensitive.

read more

Fiduciary Fee-Only Financial Planning and Advice for Widows and Widowers

Are you looking for professional guidance with a personal touch to help you achieve and maintain your lifelong financial security and independence?


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

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