Class Booklets
The Widow's Financial Journey
What happens financially after losing a spouse, and the hard lesson that beneficiary designations on IRAs, 401(k)s, life insurance, and annuities legally override anything written in a will.
Chapter 7 of 12
The Widow's Financial Journey
Three friends widowed in four years, and every one of them described the first ninety days the same way: a financial fog. The Financial First Aid Kit, and the fact most people have backwards — a beneficiary designation legally overrides anything written in your will.
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