AAII Journal > August 2009
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Surviving a Loss: Smart Steps for Coping With Widowhood

by Karen C. Altfest

Surviving A Loss: Smart Steps For Coping With Widowhood Splash image

Hundreds of thousands of women are widowed in the United States each year. If you have recently lost your spouse, you may be confronting many changes in your daily life and need financial support and advice.

Where can you find someone to help you, what should you look for in a relationship, what can you put off for later, and how do you make wise decisions?

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About the author

Karen C. Altfest , Ph.D., CFP, is a principal advisor and executive vice president of client relations at Altfest Personal Wealth Management, a fee-only financial planning and investment management firm founded in 1983 and based in New York City. She is a frequent speaker on the subject of women and money, and conducts educational seminars for female clients, recent widows and people looking to retire.
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Because financial planning at this stage involves both a person’s emotional state and her financial state, many widows are pushed by well-meaning relatives and even advisors to make unwise decisions, or to make changes before they are ready to do so.

This article documents smart steps for widows to take when the time is right for them. Figure 1 provides an overview of the process.

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→ Karen C. Altfest , Ph.D., CFP, is a principal advisor and executive vice president of client relations at Altfest Personal Wealth Management, a fee-only financial planning and investment management firm founded in 1983 and based in New York City. She is a frequent speaker on the subject of women and money, and conducts educational seminars for female clients, recent widows and people looking to retire.

Discussion

see an attorney,bring a friend or relative to help

posted about 1 year ago by Douglas from Georgia

good info

posted about 1 year ago by Nolan from Oklahoma

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