13 Financial Moves to Make After Losing a Spouse

13 Financial Moves to Make After Losing a Spouse

The American College of Financial Services
April 29, 2020

One of the worst experiences a person can suffer through is the death of their spouse or partner, not only emotionally, but financially as well. Without careful planning, the passing of a loved one can derail retirement plans and lead to even more struggle for those bereaved.

RICP® program director Wade Pfau says while financial decisions aren’t top of mind for many who have lost a spouse or partner, moving quickly to shore up investment portfolios and optimize assets is key to maintaining stability for the future. More in this piece from Kiplinger.

Invest in your career with a professional designation.

Baby Boomers are retiring at an unprecedented rate, meaning that more and more Americans are facing the challenge of using their investments to maintain their quality of life. For them, the usual investment advice no longer applies. They need the unique strategies you can learn through the three-course Retirement Income Certified Professional® (RICP®) designation program. Help your clients thrive while growing your career.

Learn More