Welcome to the Widowed Community Financial Planning BlogFinancial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
Give your potential financial advisor the Dear Financial Advisor Letter. It lays out your expectations and requirements of that professional financial advisor.read more
Evaluating and Selecting a Professional Financial Advisor, Part I Financial Advisor Evaluation and Selection Tool™ by Jim Schwartz, CFP®, RICP® | Dec 17, 2018 | 2 comments Too many people ask the wrong questions or don’t know which questions to ask of a potential financial advisor. In this...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?