When You Have Lost Your Spouse

When You Have Lost Your Spouse

April 23, 2023

Losing your spouse is a devastating emotional blow. It also comes with a unique set of financial issues. In this episode of "Money Guide with Mary Sterk," Mary & Sterk Financial Advisor Kelsey Bankey shine a light on the top five financial issues to focus on if you have lost your beloved partner. Topics include:
Unexpected Illness
Pension
Loss
Trauma
Emotions
Mortgage
Moving
Property
Investments
Taxes
CPA
Benefits
Pension
Social Security
Assets
Caregiver
Widow
Grief
Estate Plan
Support Group
Liquidity
Insurance Policies
Cash Flow
Funeral Arrangements
Memorial Services
Beneficiaries
Safe Deposit Box
Passwords
Eulogy
Pallbearers
Bills
Will
Attorney
Legal Documents
Financial Planner

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