Money & Mourning: A Guide to Financial Independence After Loss

Losing a spouse can turn your world upside down—emotionally and financially. Money & Mourning offers guidance on navigating this uncertain time by helping you build a secure financial foundation and regain confidence in your future.

In this eBook, you’ll learn:

• How to take steps toward financial security after losing a spouse.
• Tips on creating a doable spending plan.
• How to calculate long-term savings goals.
• Steps for maintaining your financial independence.

Meet Isabel

Isabel’s husband Jerry passed away after a short illness. Isabel now has two distraught teenagers to get over the line to adulthood on her own.

She didn’t really pay attention to the retirement investments or engage much with their financial planner. Her job was to keep the checkbook balanced and make sure they were living within their means. Jerry decided how much to save and which investments to use.

Now Isabel worries about how she will afford to send the kids to college, support herself in retirement, take care of the house on her own, and keep her career going. The financial stress is compounding her emotional grief. Will she ever sleep through the night again?

Download our eBook to learn how to help alleviate financial stress and gain more confidence in your biggest asset: YOU!