Barbara knows personally how difficult it is to lose a spouse or partner. She lost her husband Herb in October 2016 after a long illness.

Read Barbara’s Kiplinger article where she shares professional advice from two experts, John Muldoon, CPA, MST, and Susan Bradley, founder of the Sudden Money Institute, for those that have recently lost a spouse. The tips include the following:

1. Follow the money trail
2. Practice sorting and prioritizing to do lists
3. Gather critical documents
4. Customer meetings with your adviser
5. Seek professional help
6. Remind yourself that what you’re experiencing isn’t forever

If you are facing an uncertain future and looking for someone to listen, educate and empathize, please contact us.