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Newly Widowed Finance 101 – Session Two
Aug 21, 2024

Newly Widowed Finance 101 – Session Two

Taxes & Investments

Carolyn Howard, CFP®
Carolyn Howard, CFP®
Newly Widowed Finance 101 – Session One
Jun 04, 2024

Newly Widowed Finance 101 – Session One

Setting Goals & Budgets

Carolyn Howard, CFP®
Carolyn Howard, CFP®
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Financial guidance and encouragement for widowed people.

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© 2025 Carolyn Howard, CFP®. All Rights Reserved. Investment advisory services offered through Accurate Wealth Management LLC, an SEC Registered Investment Advisor. Registration does not imply any level of skill or training. Insurance services offered through Accurate Advisory Group Inc. Securities offered through AAG Capital, Inc. Member FINRA/SIPC. Information presented on this site is for educational purposes only. It should not be considered specific investment advice, does not take into consideration your specific situation, and does not intend to make an offer or solicitation for the sale or purchase of any securities or investment strategies. Investments involve risk and are not guaranteed. Be sure to consult with a qualified financial adviser and/or tax professional before implementing any strategy discussed herein. * Testimonials are from Accurate Advisory Group and/or Accurate Wealth Management customers, and they were not compensated.

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