Loss of a Spouse

The aftermath of a partnerís death is a difficult time for you and your family. You are coping with many emotions and handling financial matters is often the farthest thought from your mind. But there are ways to simplify the process and successfully manage monetary issues.

Your financial advisor can assist you with evaluating your financial concerns, such as:

  • Your current income
  • Proceeds from life insurance policies
  • What to do with your spouseís investments and retirement accounts
  • How to continue contributions to education funds for your children or grandchildren
  • Any resulting changes to your retirement plan
  • Reviewing and changing beneficiary designations where appropriate

While it may not be the best time to make major decisions, talking with a trusted financial professional can help you organize and prioritize. It is an opportunity to think about the goals you and your spouse shared and decide if your goals may need to be modified.

We can help you handle complex financial matters and if need be realign your financial assets during this difficult time in life.

IMPORTANT CONSUMER INFORMATION
This site is for informational purposes only and is not intended to be a solicitation or offering of any security and:
Representatives of a Registered Broker-Dealer ("BD") or Registered Investment Advisor ("IA") may only conduct business in a state if the representatives and the BD or IA they represent (a) satisfy the qualification requirements of, and are approved to do business by, that state; or (b) are excluded or exempted from that state's registration requirements.
Representatives of a BD or IA are deemed to conduct business in a state to the extent that they would provide individualized responses to investor inquiries that involve (a) effecting, or attempting to effect, transactions in securities; or (b) rendering personalized investment advice for compensation.
Securities and advisory services offered through SII Investments, Inc.
Member FINRA/SIPC, and a Registered Investment Advisor.
Insight Asset Management and SII are separate companies.
SII does not provide tax or legal advice.
Investments and Services available to residents of: CA, CO, IA, MI, NM, OH, OR, TX, VA
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