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FRAGASSO FINANCIAL ADVISORS OF PITTSBURGH, PA PUBLISHES HOW TO GUIDE ON DEALING WITH FINANCIAL AFFAIRS IN CASE OF A LOSS OF SPOUSE

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FRAGASSO FINANCIAL ADVISORS OF PITTSBURGH, PA PUBLISHES HOW TO GUIDE ON DEALING WITH FINANCIAL AFFAIRS IN CASE OF A LOSS OF SPOUSE

August 25
13:41 2020
FRAGASSO FINANCIAL ADVISORS OF PITTSBURGH, PA PUBLISHES HOW TO GUIDE ON DEALING WITH FINANCIAL AFFAIRS IN CASE OF A LOSS OF SPOUSE
Fragasso Financial Advisors, a Pittsburgh financial planning firm, release their latest article, Five Tips if You’ve Just Lost Your Spouse, underlying the recommendations on financial dealings in case of a loss of a spouse. Mallory Labik, the writer of the article, constitutes the need to address this critical transition and explains how people can befall to sentimental fiscal decisions.

Pittsburgh, PA – Fragasso Financial Advisors, a Pittsburgh financial planning firm, release their latest article, Five Tips if You’ve Just Lost Your Spouse, underlying the recommendations on financial dealings in case of a loss of a spouse. Mallory Labik, the writer of the article, constitutes the need to address this critical transition and explains how people can befall sentimental fiscal decisions. Besides the published article, Fragasso Financial Advisors, in conjunction with Zacharia Brown, has also organized a webinar to cover this sensitive and crucial yet overlooked topic. The comprehensive online webinar substantiates the content of the article and is available on the same web page.

The content is delivered in the shape of five tips can be extremely helpful in offsetting some of the financial burden that comes with this emotional transition, allowing the surviving spouse to focus on their adjustment. Being attentive to business or monetary matters while mourning a loved one may be tagged by many as materialistic but, in today’s fast paced world, timely decisions are mandatory if someone wants to avoid complications and potential losses.

“Accounts may need to be updated, budgets likely need to be reworked and estate documents often require adjustments. The most important step in this transition is giving yourself the time to process and grieve the loss of your spouse. Avoid making significant financial decisions when you’re still dealing with strong emotions from the loss of your loved one. As always, all of us at Fragasso are here to help,” maintains Mallory Labik in the article.

The article is loaded with practical advice that starts from the need to recognize assets and liabilities, moves on to determining income streams and understanding of expenses, highlights the life insurance policies in the next fold, and finally rests on the compulsion to update estate plans. On each step, the writer has organized enough knowledge to handle this unfortunate but unavoidable situation.

Coupled with the article, the webinar by Fragasso Financial Advisors and Zacharia Brown will provide the necessary guidance during what can be a vulnerable time for anyone. The financial firm outlines the steps logically and provides clarification, leaving little room for emotional decision making.

This live webinar will cover:

  • How to take control of your finances by determining assets/liabilities, your income and expenses and the importance of projecting these assets into the future
  • The impact of taxes on a divorce or loss of a loved one
  • Structuring wills, financial and healthcare power of attorneys
  • What are probate vs. non-probate assets?

For more information please visit www.fragassoadvisors.com

About Fragasso Financial Advisors

Fragasso Financial Advisors, Inc is an independent, employee-owned, primarily fee-based investment management and financial planning firm serving individuals, institutions, and non-profit organizations.  Founded in 1972, the firm today has $1.6 billion assets under management and non-advisory assets. The firm offers its services in Wealth Management, Retirement plans, Portfolio management, Non-profit, Cooperate offerings, and Case studies.

Investment advice offered through Fragasso Financial Advisors, a registered investment advisor. Fragasso Financial Advisors, 610 Smithfield Street, Suite 400, Pittsburgh, PA 15222.

Media Contact
Company Name: Fragasso Financial Advisors
Contact Person: Marsha Posset
Email: Send Email
Phone: 412-227-3206
Address:610 Smithfield St., Suite 400
City: Pittsburgh
State: PA
Country: United States
Website: https://www.fragassoadvisors.com/

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