Rebuilding Financial Confidence: Guiding Widowed Individuals Through the Financial Transition

As a bastion of emotional support and guidance, planners can help bring recently widowed clients from a place of vulnerability to financial confidence
By
Chris Bentley, CFP®, CLU, BFA, CRPC

Journal of Financial Planning: September 2025

 

Sign in to continue.

Access this exclusive member content, plus so much more.

Become a member

  Sign in

Journal: September 2025

More from this issue

Related Events