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Losing a spouse changes nearly every part of life, including your financial picture. In part two of our Losing a Spouse series, Mitch shares practical financial steps surviving spouses should revisit after a loss. When emotions are high and decisions feel overwhelming, having a thoughtful financial plan in place can make all the difference.

Here’s some of what we discuss in this episode:

Emotional Challenges: Grief complicates financial decisions

Beneficiary Reviews: Update accounts and documents

Roth Strategies: Tax planning after a loss

Conversion Timing: Filing status matters

Long-Term Planning: Protecting Future Wealth

Resources

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