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Kiplinger
Kiplinger
Business
Evan T. Beach, CFP®, AWMA®

UNBELIEVABLE: Five financial changes that happen when your spouse dies - Caught on Camera

A man sits on a swing facing the sunset at the beach with an empty swing beside him.

As if losing your spouse isn’t bad enough, the transition often comes with a dizzying amount of financial change. It is often a second shock, and working with retirees, I have had to help many of them navigate the challenges. Below are the most challenging changes that I see catch surviving spouses off guard.

Change #1: Your role and responsibilities.

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