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What to Do After Losing a Loved One: 21 Steps from a Financial Advisor
Losing a loved one is never easy, and it can be overwhelming to know what steps to take next. In this video, a financial advisor shares 21 practical steps to help you navigate through the process after losing a loved one. From managing finances to dealing with communication, this podcast offers valuable advice for anyone going through this difficult time.
Additional Ressource Links:
Riverbend's Blogs on Social Security: https://riverbendwealthmanagement.com/?s=Social+security
Surviving Spouse Checklist: https://riverbendwealthmanagement.com/surviving-spouse-checklist-finger-financial-five-75/
Get started today and book a FREE 15-minute meeting with a member of our team: https://calendly.com/all-riverbend-advisors/15-minute-phone-appointment-with-a-riverbend-advisor
Riverbend Wealth Management is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.
The firm has not compensated the guest on the podcast.
Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser the date of the broadcasts and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. All investment strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.
References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.
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By Jeremy FingerLosing a loved one is never easy, and it can be overwhelming to know what steps to take next. In this video, a financial advisor shares 21 practical steps to help you navigate through the process after losing a loved one. From managing finances to dealing with communication, this podcast offers valuable advice for anyone going through this difficult time.
Additional Ressource Links:
Riverbend's Blogs on Social Security: https://riverbendwealthmanagement.com/?s=Social+security
Surviving Spouse Checklist: https://riverbendwealthmanagement.com/surviving-spouse-checklist-finger-financial-five-75/
Get started today and book a FREE 15-minute meeting with a member of our team: https://calendly.com/all-riverbend-advisors/15-minute-phone-appointment-with-a-riverbend-advisor
Riverbend Wealth Management is registered as an investment adviser with the SEC and only conducts business in states where it is properly registered or is excluded from registration requirements. Registration is not an endorsement of the firm by securities regulators and does not mean the adviser has achieved a specific level of skill or ability. References to Stratos predate the current registration of Riverbend Wealth Management as an investment adviser and should be disregarded.
The firm has not compensated the guest on the podcast.
Information presented is believed to be current. It should not be viewed as personalized investment advice or as an offer to buy or sell any of the securities mentioned. All expressions of opinion reflect the judgment of the adviser the date of the broadcasts and may change in response to market conditions. You should consult with a professional advisor before implementing any strategies discussed. All investment strategies have the potential for profit or loss. Asset allocation and diversification will not necessarily improve an investor's returns and cannot eliminate the risk of investment losses.
References to Stratos predate the current registration of Riverbend Wealth Management as of December 2024 as an investment adviser and should be disregarded.