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...

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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