Crystal McMahon

Great Life Investing

Losing Your Partner

Of all the changes a person will go through in their life, the death of a partner is usually the most difficult. 

You will want to lean on a group of trusted advisors and friends to help you work through the many decisions you’ll be faced with after losing your partner.

After losing your partner, you’ll be faced with decisions including settling their estate and carrying out their final wishes, and evaluating your housing options, retirement funding, debts, insurance and your monthly budget. While you are in active grief, especially within one year of your loss, your brain will not function as clearly as it used to, and you could end up making the sort of decisions that you wouldn’t under normal circumstances.

Hire Some Help

It may be wise to hire a trusted, certified financial professional who can help you navigate these tough decisions and get your life back on track. We’ve helped scores of people after the loss of their loved one, and we would be honored to help you. Our Survivor Checklist may help you as well.

Survivor Checklist

When a loved one passes away, it is an understandably stressful time. Dealing with the death of a loved one can be overwhelming. You are forced to make important decisions and complete unfamiliar tasks when you’d prefer to spend your time with family.

Managing end-of-life affairs requires great attention to detail and a clear head. Please consider using our Survivor Checklist as a guideline to help this process go smoothly.

Warning Signs of Elder Financial Abuse

When looking for warning signs of elder financial abuse focus on looking for changes in a person’s established financial patterns such as:

  • Unusual activity in a person’s bank accounts, including large, frequent or unexplained withdrawals.
  • ATM withdrawals by an older person who has never used a debit or ATM card.

To learn more signs of elder financial abuse download the checklist below.

Submit Below Form To Download Checklists