Fee-only financial advisors for recent widows and widowers.
Widowhood triggers financial complexity: inherited IRAs, life insurance payouts, pension survivor elections, Social Security survivor benefit, single-filer tax brackets (often much higher than joint), housing decisions, estate update. Grief + decision overload = common mistakes that cost hundreds of thousands.
Situations we handle
- Inherited $1.8M in IRAs — what do I need to do?
- Life insurance payout just arrived — now what?
- Social Security survivor benefit — when to claim?
- Filing single for first time — tax shock
- Housing — keep, sell, downsize, rent?
- Estate update — who's my beneficiary now?
Why a specialist. This niche requires specific knowledge that generalist advisors don't have.
Tools & guides
Widow(er) Survivor Benefits Calculator
Estimate your new Social Security survivor benefit, understand the tax filing change, and see what to do with inherited retirement accounts.
Widow(er) Financial Planning Guide
Detailed framework — rules, tradeoffs, employer- and account-specific nuances, common mistakes.
Get matched with a specialist
Fee-only advisor with no commission conflict. Free match.