Life’s Financial Journeys

Heading Off to College
Getting Out on Your Own
Blending Two Lives
Having a Child
Emptying the Nest
Entering Retirement
Divorce
Death of a Life Partner
Military Life


The sense of having lost a central person in your life is painful and may seem numbing at times. You may not be sure how to cope with life on your own. Grief is not an event but a process of experiencing the physical, emotional, mental, social and spiritual effects of a death or other loss.

It is important to not make immediate, major financial decisions during this process as the ability to make objective decisions is often adversely affected.

The following resources may assist you in taking time to grieve:

Resources for Grieving Spouses

The Seven Stages of Grief

New Findings on Grief Recovery

Survival Guide for Widows

Guilt and Regret in Prolonged Illness

Grief Recovery for Gay Survivors

Lesbian Widow Supports


Death of a Life Partner Tasks

1. Taking stock of your financial situation
2. Identifying your sources of income
3. Revising your spending plan
4. Revising your estate plan and advance directives
5. Examining Medicare, Medicaid, and long-term care issues

Taking stock of your financial situation Subtasks

1. Take time to grieve
2. Locate important documents and financial records
3. Assess your monetary and investment assets
4. Evaluate your life insurance status

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