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Local Voices
Financial Planning & Education for Women in Transition

To The Newly Widowed

Here are my top three recommendations to a new widow:

1.  Take your time.  You have much more time than you think to make the big decisions.

2.  Beware the wolves.  Unscrupulous people know that, after a loss, people have trouble thinking clearly and thinking for themselves – and they take advantage of this.

3.  Just say no.  Now is not the time to be giving or lending money to your children, relatives or friends.  Not until you have a long-term plan and you are sure that you will not need it.

More information at: www.laurawilcox.info or (414) 529-5599

Wilcox Financial Advisors, s.c. - 10521 W. Layton Avenue, Suite 200 - Greenfield, Wisconsin  53228
Registered Principal, Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor.  Cambridge and Wilcox Financial Advisors, s.c. are not affiliated.