Checklist for Handling the Death of a Spouse

Use News & World Report

When your spouse dies, their affairs need to be set in order. You might find yourself planning a funeral, paying bills and closing accounts. The list of things you need to do can seem endless, especially during a time when you are also grieving. These emotions can be especially strong if the death is unexpected.

Living expenses for one person are often not much less than living expenses for two. Your mortgage or rent will probably remain the same. Some expenses may even increase if you need to hire someone to do something your spouse previously did. David D’Eredita, a financial planner and founder of Rise Private Wealth Advisors in Tucson, Arizona, lost his wife unexpectedly…

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By: Geoff Williams  | Published: Dec 1, 2023

Making the Transition to Retired Life

After all your years of hard work and disciplined saving, you’ve made it to retirement – congratulations! Now, the challenge becomes tackling common retirement transition concerns so that you can live out the ideal retirement you’ve dreamed of.

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