Life’s Financial Journeys
Revising your spending plan. “How do I meet my expenses now?”
You or your partner may have been the one who handled the financial matters in your relationship. Either way, you will need to identify the ongoing expenses you will incur and the income available to meet them. An accurate total amount for the expenses will be critical in determining whether you have enough income.
The following subtasks may assist you in revising your spending plan. You will find detailed resources for these subtasks under the links in the right column of this page.
Subtask 1: Review bank and credit statements
Subtask 2: List and prioritize all monthly or annual account payments
Subtask 3: Develop a spending plan
Subtask 4: Evaluate the spending plan periodically
Death of a Life Partner Tasks
1. Taking stock of your financial situation
Revising your spending plan Subtasks