Expert Contribution

Finances When Your Husband Passes

It feels like your world has been turned upside down, because it has. 

And dealing with your finances is the last thing you want to do, but they are a “must” in today’s world. 

Here’s the good news: all those things you think (and other’s may be telling you) are a priority, are probably not. 

There are things that are important and urgent and other things that are important and not urgent. Understanding that difference and applying it to the tasks in front of you has never been more important. 

Most financial tasks in front of you are important, but not urgent. 

So, what’s urgent? Getting access to all your accounts and paying your bills (including taxes). That is the most important thing to do right now. 

From there, create a running list of everything you think you have to do, assign each task for timing (now, soon, later), and begin thinking about who can help you with each item. 

Many women have walked the path you are now walking, so there is no need to reinvent the wheel. 

For more details, check out a deeper analysis at, but in this space I want to simply make the point that this can be very important. 

For a limited time, I am offering a completely FREE financial conversation on the topic of your choice. FREE, that is, from cost and also FREE from any sales pitch. Simply schedule your call here: 

Best Financial Life is a Registered Investment Advisor with the State of California and Joe Morgan is a fiduciary to his clients at all times. If you’d like to ensure your finances are on the right track, schedule a call with Joe at 

By Joe Morgan, CFP®, CFA, Principal: Best Financial Life, Resident since 2004 

About The Author

Financial Advisor
Joe Morgan, CFP®, CFA
Best Financial Life

Joe Morgan is a fee-only financial advisor who acts as an educator, guide, and protector of wealth to individuals and families. He created his own firm after a successful investment career because he wanted to help people find clarity in their aspirations, resources, and risks. When he’s not showing how financial advice doesn’t have to be dictated by stuffy suited men from Wall Street, he enjoys tennis at Blackhawk Country Club and hiking the Tri-Valley area.

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