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Newsletter Library
2024
Date
Description
December
Ways to Honor and Remember a Loved One: Complete Guide. Losing someone we love leaves an indelible mark on our hearts, and finding meaningful ways to honor their memory becomes an essential part of our healing journey. In this four-part series, we explore diverse and heartfelt approaches to keeping our loved ones' legacies alive. Whether you're seeking inspiration or guidance, these articles offer compassionate insights into celebrating the lives that have touched ours so deeply.
ViewNovember
Year-End Tax Planning Guide for Widowed Men & Women. This series of articles provides comprehensive guidance on year-end tax planning for widows and widowers. The articles cover crucial topics such as filing status decisions, qualifying for special tax statuses, estate and inheritance tax considerations, and last-minute tax-saving strategies. With compassionate and expert advice, this month's newsletter aims to empower individuals to navigate complex financial decisions and secure their financial future during a challenging time of transition.
ViewOctober
The October 2024 newsletter provides essential guidance on Social Security benefits for widows and widowers. From explaining eligibility criteria and application processes to offering strategies for maximizing benefits and managing employment, these articles cover crucial aspects of survivor benefits.
ViewSeptember
In the September 2024 issue, a series of articles guides supporters of widowed individuals through immediate assistance, long-term care, communication strategies, and self-care. It addresses practical help, emotional support, cultural sensitivity, and burnout prevention. If you know someone who has been recently widowed, this is invaluable information to effectively assist them.
ViewAugust
The August 2024 newsletter educates widows and widowers on protecting themselves from financial scams. It covers credit safety, real estate fraud prevention, digital security, phone scam awareness, and avoiding bereavement-targeted schemes. The content emphasizes vigilance, informed decision-making, and recognizing common tactics used by scammers who exploit grief and financial inexperience.
ViewJuly
WidowWise Newsletter. This month's newsletter focuses on empowering widows and widowers to manage finances after losing a spouse. It includes articles on budgeting, investing, navigating Social Security benefits, and updating estate plans. A simplified checklist provides a step-by-step guide to review these personal finance areas, helping to gain control and ensure long-term security.
ViewJune
WidowWise Newsletter. This month's newsletter addresses the emotional and practical challenges of real estate decisions after losing a spouse. It provides insights into navigating the housing market, managing emotional connections to one's home, and making informed decisions about selling, buying, or modifying your living arrangements to reflect new life circumstances.
ViewMay
WidowWise Newsletter. This month's newsletter focuses on empowering widows to tackle seasonal home and yard maintenance tasks with confidence. It offers practical guidance on lawn and garden care, emphasizing the therapeutic benefits of engaging with nature and providing step-by-step advice to manage these responsibilities effectively.
ViewApril
WidowWise Newsletter. The newsletter offers guidance on identifying and prioritizing debts, understanding their emotional impacts, and strategies for effective debt management. It emphasizes the importance of acknowledging the psychological toll and provides practical steps for regaining financial control, offering a compassionate approach to financial stability and peace of mind during grief.
ViewMarch
WidowWise Newsletter. In the wake of losing a spouse, the landscape of life changes profoundly, extending into areas we might not immediately consider, such as tax obligations. Navigating this new terrain can feel daunting, especially when grappling with grief. This month, we'll focus on navigating taxes.
ViewFebruary
WidowWise Newsletter. This month's focus on taking the right steps to update property titles, transfer joint accounts, revise estate documents, and work with professionals can help ensure your financial security when it comes to asset ownership.
ViewJanuary
WidowWise Newsletter, featuring Rock House Financial's "He's Gone But the Money's Not" Podcast, Pam Lundell's "A Widow's Heart" Podcast, Herb Knoll's Widower's Journey Podcast, Tom Pisello's Growth through Grief Podcast, and the Mel Robbins Podcast.
View2023
Date
Description
2022
Date
Description