The Roadmap After Loss with Judy Heft

Are you prepared for the financial complexities of widowhood? In this episode, Stacy Francis and Judy Heft, a financial and lifestyle concierge, discuss essential steps to take after the loss of a spouse. From assembling a support team to navigating benefits like social security and veterans' benefits, you’ll have a roadmap to help guide you through this challenging transition. They also discuss invaluable topics like managing grief, collecting essential documents, and accessing resources like Savvy Ladies to empower women in their financial journey.

Building a strong support team, including professionals like estate planning attorneys, financial advisors, and therapists, is crucial for navigating the complexities of widowhood.

Collecting essential documents such as death certificates, social security cards, wills, and financial account details is a critical step in managing the financial aftermath of losing a spouse.

Utilizing resources like va.gov and ssa.gov can help widows understand and access benefits they may be entitled to, such as veterans' benefits and social security survivor benefits.

Leveraging the help of friends and family to inform various institutions and cancel subscriptions can alleviate the burden of administrative tasks during a time of grief.

Recognizing the importance of financial empowerment for women, organizations like Savvy Ladies offer valuable resources and support to help women take control of their financial futures.

Embracing the role of a positive role model for children and future generations can inspire resilience and financial independence in the face of adversity.

Resources

Judy Heft | LinkedIn | Savvy Ladies

Stacy Francis | LinkedIn | X(Twitter)
Email: [email protected]

Are you prepared for the financial complexities of widowhood? In this episode, Stacy Francis and Judy Heft, a financial and lifestyle concierge, discuss essential steps to take after the loss of a spouse. From assembling a support team to navigating benefits like social security and veterans' benefits, you’ll have a roadmap to help guide you through this challenging transition. They also discuss invaluable topics like managing grief, collecting essential documents, and accessing resources like Savvy Ladies to empower women in their financial journey.

Building a strong support team, including professionals like estate planning attorneys, financial advisors, and therapists, is crucial for navigating the complexities of widowhood.
Collecting essential documents such as death certificates, social security cards, wills, and financial account details is a critical step in managing the financial aftermath of losing a spouse.
Utilizing resources like va.gov and ssa.gov can help widows understand and access benefits they may be entitled to, such as veterans' benefits and social security survivor benefits.
Leveraging the help of friends and family to inform various institutions and cancel subscriptions can alleviate the burden of administrative tasks during a time of grief.
Recognizing the importance of financial empowerment for women, organizations like Savvy Ladies offer valuable resources and support to help women take control of their financial futures.
Embracing the role of a positive role model for children and future generations can inspire resilience and financial independence in the face of adversity.

Resources

Judy Heft | LinkedIn | Savvy Ladies

Stacy Francis | LinkedIn | X(Twitter)

Email: [email protected]