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Take the work and worry out of managing your money after the death of a spouse

Take the work and worry out of managing your money after the death of a spouse

Jim Uren, CFP® – A Financial advisor focused on the unique needs of widowed spouses

After the death of a spouse, you are asked to make a number of important financial decisions.  You want to make the right decisions without any regrets, but the pain and loss of grief can make it feel like you’re living in a fog.  You may be wondering…
  • Do I have enough or will I run out of money?
  • Should I pay off the mortgage?
  • What do I do about taxes?
  • How will I manage my investment accounts?
  • What do I do about Social Security to make sure I get the highest benefit?

The good news? With the right guide at your side, you can experience financial clarity.  You can take more control over your financial future.  And you can take the work and worry out of managing your money. As a CERTIFIED FINANCIAL PLANNER™ professional with a master’s degree in counseling psychology, I have been helping guide women (and men) in situations similar to yours for many years.  I am here to help you take the work and worry out of managing your finances in a way that will allow you to feel comfortable and encouraged along the way.

Jim Uren, CFP®

3 Easy Steps
1. Request a Time to Talk
2. Clear the Financial Fog
3. Wave Goodbye to Worry

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