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Preparing Financially for the Loss of a Loved One
You can’t fully prepare for losing someone you love, but you can prepare your financial life so money doesn’t become another crisis in the middle of grief.
In this episode of Wisdom for What’s Next, Megan Jewett, CFP®, focuses on women and wealth and one of the most difficult transitions a family can experience: the death of a loved one.
Megan walks through the financial information women should understand before a loss occurs, including household cash flow, taxes, insurance, Social Security, important accounts, and the professionals they may eventually need to call.
She also explains why…
The skinny
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