Financial Steps to Take After Losing a Spouse

https://widowhoodfinancialplanningplus.capitaljays.com/posts/financial-steps-to-take-after-losing-a-spouse

After losing a spouse, take a moment before making big money moves. First, gather all financial documents—bank accounts, insurance policies, retirement plans, and debts. Contact Social Security to report the death and ask about survivor benefits. Notify banks, credit card companies, and the mortgage lender. Avoid rushing to make major decisions like selling the house or transferring assets; give yourself at least a year to adjust. Consider meeting with a fee-only financial planner who specializ…