The death of a spouse takes an emotional, mental, physical, and financial toll. Many experts recommend that a surviving partner take their time in making big changes and decisions. This applies to financial planning. To help you find the right timing for your financial decision-making, here are a few steps to take and why it’s vital to take them in the right order.
1. Financial Triage
Immediately after the death of a loved one and in the early days of rebuilding your life, don’t take any unnecessary financial steps.…
Do you have experience managing your money? Are you confident that you are taking the right steps to secure your financial future? If not, it might be time to consider working with a wealth management advisor. Here’s why:
They Can Help You Develop a Comprehensive Financial Plan
Creating a comprehensive financial plan is one of the best things you can do for your future. But it’s also something that most people don’t have the time or knowledge to do on their own.…
Third-party risk assessment services are beneficial to companies and organizations operating in many different industries. The following are six key reasons why your company should be investing in third-party risk assessment services.
Third-party risk assessment services free up time for your staff members
If you’re handling risk assessments in-house, your own staff members must devote their time to this task. This can therefore increase the workload of staff members. Staff members who don’t specialize in risk assessment might prefer to devote their time to other tasks with which they have more familiarity.…
