The Widow’s Guide to Keeping More of Her Assets with Bill Harris

We understand that early widowhood is a time of grief and sorrow. That’s why we want to do our best to help widows get through this time by relieving their financial burden.

In this episode, Jeremy Keil joins Bill Harris, RMA®, CFP®, an advisor with WH Cornerstone Investments. Together, they help widows navigate through the emotionally overwhelming path of widowhood so that they can make more informed decisions about their finances, especially in areas that have long-term consequences and cannot be easily reversed.

You will learn:

  • 4 ways to manage money inherited from your spouse
  • How to avoid the ‘widow’s penalty’
  • Why you should consult advisors who are specialists rather than generalists
  • How couples can plan for the surviving spouse well ahead of time
  • And more!

Tune in now to learn how you can make better money decisions during the challenging time of widowhood.

Related: How To Design Your Best Retirement Solution