Welcome to the Widowed Community Financial Planning Blog
Financial Planning Knowledge, Wisdom and Know-How for High Net Worth Widows and Widowers
Social Security Benefits When a Spouse Dies, Part II
General Social Security rules for widows and the effect on survivor benefits. The Social Security timeline. Starting benefits early versus late and more basics. Read on...
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Social Security Benefits When a Spouse Dies, Part I
A clear understanding of a widow's claiming options for various Social Security benefits may result in much higher lifetime benefits. Start with the basics here...
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Evaluating and Selecting a Professional Financial Advisor, Part II
Give your potential financial advisor the Dear Financial Advisor Letter. It lays out your expectations and requirements of that professional financial advisor.
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Evaluating and Selecting a Professional Financial Advisor, Part I
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...
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Immediate Checklist for Widows, Part II
The Immediate Checklist for Widows comes with a step-by-step process of people to call, documents to collect, and arrangements to be made in the first 72 hours after losing a spouse.
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Immediate Checklist for Widows, Part I
The Immediate Checklist for Widows comes with a step-by-step process of people to call, documents to collect, and arrangements to be made in the first 72 hours after losing a spouse.
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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
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