Day: August 21, 2009

Financially Savvy Woman™ Newsletter

Financially Savvy Woman™ Newsletter: Summer/Fall 2009

Recently we held three sessions of our Roundtable Speaker Series for widows in our office. We heard from a social worker, an attorney, an investment advisor, and a financial planner. The sessions covered topics ranging from emotions to decision making, from living on what you have to updating the family portfolio, and concluded with planning your estate for the next generation. We shared stories, feelings, thoughts, and helpful ideas. I noticed that each woman, whether widowed three months ago or many years earlier, still exhibited a raw pain when discussing her situation. We learned a lot from these women as well as the professionals; here are some highlights from our experiences


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