Losing your spouse is a life-changing event and during such a difficult time, it's hard to think about other things such as your finances.

While filing as a married filing jointly during the 2 years after death or qualified surviving spouse, you can take advantage of the larger tax bracket to do roth conversions. You may have inheritances that you can redeploy for other uses.

You should revisit your financial plan to best position yourself for the future. It can be an overwhelming time but you do not have to do it alone. If you or someone you know just lost a spouse, it's not too late. If there are any other topics you're curious about, let me know