Financial advisors often miss that widows aren’t prepared to process investment-only thinking. Here’s what you need to know to find answers to your financial questions and what to know before you hire a financial advisor. He got the mail every day. He filed the paperwork, paid the bills, and managed a rough home budget. He …
Go Ahead and Cry: Healing from the Pain of Grief by Embracing It
He’s in a better place. Time heals all wounds. Don’t worry; you’re young enough to start over; God works all things for good; Rejoice in his homegoing! Maybe you’ve heard some of these well-intended statements that either fell flat or stung. Before your spouse died, you might have thought or verbalized them yourself in response …
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You’re a Widow, Now What?
You’re a Widow, Now What? — What do do when your husband dies. How to deal with finances, brain fog, and finding help My husband died, and I’m unsure how to manage the money. How do I prioritize all the things that need to be done and survive this overwhelming and painful grief? You’re a …
Three Strategies to Help You Work Through Financial Anxiety
Three Strategies to Help You Work Through Financial Anxiety Financial fears abound in our post-pandemic world. Everyone is concerned about the stock market, the recession, and the price of gas. But perhaps no one feels money anxiety as keenly as the widow. … Most widows feel financial anxiety in addition to grief. Here are three …
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WSFP’s Answers to 10 Questions to Ask When Hiring a Financial Advisor
Being a financial advisor/planner is personal to me. Not only is this a job I’m absolutely passionate about, it’s also about how I personally have benefited from having my own financial advisor. When I was grappling with grief and loss, I depended upon my financial advisor as a trusted companion to help guide me through …
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10 Questions to Ask When Hiring a Financial Advisor
I’m a financial advisor who hired my own financial advisor — here’s the 10 questions I asked to interview them. Now you can use them too. Hiring a professional financial advisor can be a challenge. After all, your advisor will know all about your finances and help you make big financial decisions. You need someone …
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A Little Help with Survivor Benefit Plan Decision
Most Important Financial Decision of Your Life For most military retirees, the Survivor Benefit Plan (SBP) is often the most important decision of your financial life. It can also be among the most confusing, emotional, and uncertain. In almost every case, you must make a one-time irrevocable decision that will have lasting impacts for decades. …
What is financial planning about?
What is financial planning about? This is a common question I get asked. After all, isn’t financial planning just something we do as a part of our lives? Why should you hire a financial planner to help you? Why can’t you just implement all of this financial advice on your own? Intellectually speaking, there’s no …