The Newly Widowed Guide to Financial Wellness: Your Essential Companion for Navigating Uncharted Waters After a Spouse Dies Paperback – March 13, 2025

Losing a spouse is an event no one plans for, leaving you adrift in uncharted waters without a map. Traditional resources like classes or online content often fall short in addressing your immediate, practical financial concerns during this overwhelming time. While many books cover grief, few provide the comprehensive financial guidance you urgently need."The Newly Widowed Guide to Financial Wellness" was designed specifically for this critical moment in your life. This meticulously crafted resource walks you through essential financial steps and decisions with clarity and compassion, serving as your trusted map through unfamiliar territory.This guide is more than just another book—it's a practical toolkit for rebuilding financial confidence when you need it most. Inside, you'll find:16 specialized worksheets to organize critical information and track your progressOver 500 action steps, clearly explained and prioritizedHundreds of curated third-party references and resourcesReal-life stories and insights from others who have successfully navigated this journeyThe book's thoughtfully structured sessions guide you through ten crucial areas of financial wellness:Getting your bearings during the initial weeks after lossCreating systems to organize financial documents and accountsUnderstanding and claiming all benefits you're entitled toManaging cash flow and budgeting for your new financial realityNavigating banking relationships and credit considerationsUnderstanding investment options and retirement accountsManaging tax obligations and opportunitiesTaking ownership of assets and propertySecuring appropriate insurance protectionEstablishing legal safeguards for your futureAs a CERTIFIED FINANCIAL PLANNER™ professional with years of experience helping widowed clients, author Chris Bentley brings unique insight to both the technical aspects of financial management and the emotional challenges that accompany them. His compassionate approach helps you break down overwhelming tasks into manageable steps, providing clarity when you need it most.Understanding that everyone learns differently, especially during emotional times, your purchase includes free access to WidowWise University—an online platform offering video lessons, closed captioning, downloadable resources, and interactive tools to complement the guide.Countless widows who have walked this path before you have found their way to financial stability and confidence. Real testimonials throughout the book share their journeys and the impact this guide had on their recovery:"At a time when everything suddenly turned upside down, it was such a relief to find this workbook. This gave me much-needed focus on all the important matters that require tending after the death of a spouse, all falling at a time when I was least able to think clearly." —Roberta D., Toledo, OhioWhether you're working through this guide on your own, with a financial professional, or alongside the online resources, you'll gain the knowledge and confidence to navigate your new financial reality with assurance, one step at a time.Set sail with confidence toward financial clarity, stability, and peace of mind with this essential companion for your journey forward. Read more