Widowed But Not Alone

Protecting Yourself from Financial Fraud (Ep 9)

Fraudsters are most successful when their victims are in a vulnerable state of mind, and losing a spouse can do that. 

It’s hard enough to...

Tax Planning Ideas with Kelly Swisher (Ep 8)

In the event of a spouse’s death, the surviving spouse is left feeling overwhelmed and confused when it comes to the family finances.

Suddenly...

Tax Planning After A Loss with Kelly Swisher (Ep 7)

The hardest part of widowhood is dealing with the series of firsts that proceeds with your spouse’s passing. There is the first month after, the first...

Understanding Your Personal Net Worth (Ep 6)

Understanding what you own versus what you owe can be a difficult task for a widow. 

Organizing your assets and liabilities is crucial to giving...

Preparing to Make Financial Decisions (Ep 5)

Making decisions and taking action can be quite difficult for a widow. However, at some point you must address financial issues that need your attention. 

Organizing...