Financial Checklist Following the Death of a Spouse

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Financial Checklist Following the Death of a Spouse

No one wants to prepare for the death of a spouse. The grief associated with that is already too much for the surviving spouse and the rest of their family to handle. However, there are several key checklist items that need to be addressed following the death of a spouse.

Focusing on your own wellbeing and spreading the word to your family and close friends are obviously the first items to address. But even remembering who all to call among your loved ones can feel like a daunting checklist item after the death of a spouse. That’s why we’ve composed a checklist of other items that you need to keep in mind following the death of a spouse to hopefully reduce financial stress during a difficult time.

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Were you a big fan of the game show, Who Wants to Be a Millionaire?, with the late Regis Philbin?1 Of course, everyone wants to be a millionaire, but unless you were a rare winner of the popular game show, becoming a millionaire isn’t as easy as answering 15 trivia questions. Let’s review some habits of self-made millionaires and how their expectations compare to aspiring millionaires.

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About the show

Since 2003, Dean Barber and Bud Kasper have co-hosted America’s Wealth Management Show. Their radio show has informed and educated retirees and those nearing retirement on what life is like after your working career ends.