In this week’s episode of Women and Wealth, Regina examines one of the most difficult situations a person will ever have to face.
Losing a spouse.
From the essential first steps every widower should take, like gathering important documents and handling insurance claims to managing joint accounts and updating beneficiaries – Regina will cover every step of the process and guide you through this traumatic and stressful time.
Episode Highlights:
0:00 - Introduction
0:31 - Navigating life as a widow
2:03 - Avoid making major life decisions for at least a year
3:16 - Get your spouse’s death certificate
3:41 - Organizing next steps, paperwork, social security and other details
11:01 - Taxes and tax payments
12:44 - Lean on your support system
14:23 - Utilize support groups, stay active
15:47 - Action item and episode wrap-up
ABOUT REGINA MCCANN HESS
Regina is the author of Super Woman Wealth: How to Become Your Own Financial Hero. As an advocate for women’s financial freedom, she wrote this book to help empower women to take a bigger role in handling their money.
Regina has appeared on Schwab TV, Yahoo Finance, Forbes.com, NTD Television, CBS 3 Philadelphia, Fox 29 Philadelphia, King 5 Seattle, KTLA 5 Los Angeles and Scripps News. She has also been quoted in numerous articles in publications such as Forbes, Business Insider, U.S. News & World Report, Yahoo Finance, USA Today, USA Wire, Word in Black, WTOP News, Mind Body Green, Money Digest, New York Post, Defender, Authority Magazine, GoBankingRates.com, Scripps and The Muse.
As Founder of Forge Wealth Management, Regina utilizes her 25+ years of financial services experience to help individuals plan, preserve and diversify their wealth. She focuses on educating her clients while building long-term relationships with them and their families. Her experience throughout major shifts in the markets, enables Regina to structure balanced portfolios to address specific financial goals.
CONNECT WITH REGINA
Website: https://www.forgewealth.com
LinkedIn: https://www.linkedin.com/in/reginamccannhess/
Facebook: https://www.facebook.com/ForgeWealth
Instagram: https://www.instagram.com/forgewealthmanagement/
YouTube: https://www.youtube.com/@ForgeWealth
Email: reginahess@forgewealth.com
Securities offered through LPL Financial, Member FINRA/SIPC www.finra.org, www.sipc.org
Third-party posts found on this profile do not reflect the view of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
For a list of states in which I am registered to do business, please visit www.forgewealth.com.
This material was prepared by MFS Investment Management. MFS Investment Management is not affiliated with Forge Wealth Management, Private Advisor Group, or LPL Financial.
