
Finish the Year Financially Strong
Recorded by: Kay Lynn Mayhue, President | David Elder, Wealth Manager | Emily Boothroyd, Wealth Manager | Andy Lubben, Regional Director | Joy Kirsch, Founder...

Finding Financial Success After The Death Of A Spouse
Listen to Joy D. Kirsch, founder of our TruWealth for Widows division, speak about the importance of finding financial success after the death of a...

Tips for Widows When Selecting a Financial Advisor
Ask yourself, “Do I want someone to recommend and manage my investments or someone to sell me insurance to protect my family? –or-- Do I...

Tips for Widows: How to Sort Through the Chaos After the Death of a Spouse
Financial Advice for Widows: 6 Tips The loss of a spouse can be crippling—emotionally, physically, spiritually, socially, and equally important, financially. A recent survey found...

Love it Forward
As a widow, there was always something about Valentine’s Day that made me feel unloved. Of course, this is the complete opposite feeling that this...

A Financial Advice Checklist for Widows
Losing a spouse is tough both emotionally, as well as financially. You might be wondering how to plan for your future without your partner, or...

5 Steps to Financial Empowerment for Females
Unfortunately, even in the twenty-first century, it’s a man’s world, especially when it comes to financial matters. That’s why as a woman, it’s essential to...

Post-Widowhood: Reinventing Your Future
Reinvention: It's Not Easy When your spouse dies, so does the future that the two of you planned together. You’re overwhelmed by the grief, newfound...

Planning for the Unexpected
A Story of Loss and What You Can Learn from It. “We never truly get over a loss, but we can move forward and evolve...

Being Stuck and Resting are NOT Equal
Decisions, Decisions… If you have traveled, or are traveling, the widowhood road, you probably know how overwhelming its myriad changes and choices can be. Making even one...