Episode 137: Dealing with the Death of a Loved One

When a loved one passes away, it can be overwhelming and difficult to know where to begin. Financial advisers, such as Mark and Damon, are available to help during such serious situations. Dealing with a tragic loss can make it hard to focus on financial responsibilities. Having a supportive team like South Shore Retirement Services can help relieve some of the practical burdens and provide a sense of stability. In this discussion, our advisers will offer recommendations on the initial steps to take and long-term financial solutions.