Financial Advisor California

The White Paper You MUST Read!

Financial Advice for Widows in California, PART 1

Learn which tasks can wait and which must be done right away when becoming a widow, to avoid making costly mistakes.

When dealing with the grief that comes from the loss of a spouse, handling financial and legal tasks is probably the last thing on a widow’s mind. Unfortunately, widows in California are often forced to make big decisions about their finances and lifestyle in the days and weeks following their loss, when they aren’t thinking clearly. Many women might not encounter their own finances until their husband’s death places the burden on their shoulders, so the loss of a spouse may signal both an emotional and financial transition.

If you’re reeling from a recent loss and are unsure of what steps to take with your finances, it’s important to get a strong support system in place right away. You’ll likely have friends and family members offer to help with funeral preparations or cooking dinner during this difficult time, but you may also want to appoint someone to help you with collecting insurance money, handling your husband’s estate, spreading the word about your husband’s passing and being there for anything else you may need. It’s common for new widows to fall into a state of shock, which can make even the simplest of tasks seem insurmountable.


First, get the help you need in the form of a support system, then you can tackle your financial to-do list, which we have presented in the following two parts (click on the link of interest to read on):

To Do Right Away: Wealth Management Advice for Widows in California
To Do Later On: Asset Management Advice for Widows in California

Let’s Get Connected!
If you want to get started on your journey today or would like individualized investment/financial advice from LPL financial advisor, John Lohrenz, please contact JKL Wealth Management at:

Phone: (858) 535-1705
Fax: (858) 535-1701

Alternatively, fill out the Contact Form and we’ll get back to you shortly.

Physical Address
731 S. Hwy 101, Suite 2K, Solana Beach CA 92075

Securities and Advisory services offered through LPL Financial, a registered investment Advisor. Member FINRA/SIPC.

About California, United States

California – the most densely inhabited state in the U.S. – is home to the cities of San Diego, San Francisco, Long Beach and the state capital Sacramento. Lying on the west coast of America, The Golden State is enclosed by the neighboring states of Oregon, Nevada, Arizona and Baja California. Whether tourists are interested in climbing mountains or swimming in the ocean, this state features both coastline and mountain ranges like the Cascade Mountain Range and the Tehachapi Mountains.

To view the stunning scenery of California, tourists and residents alike can take a scenic 90 mile drive along the Central Coast, commonly known as the Big Sur; an area of world renown natural beauty. Besides taking photographs, people can visit the Point Sur Lighthouse and McWay Falls or Bixby Bridge, which can be found on this route.