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Taking a Financial Inventory

Twelve Months of Financial Milestones

Working with Financial and Legal Advisors

Settling the Estate

Taking Control of Your Financial Future

What Are My Financial Goals?

How Much Money Will I Need to Achieve
My Goals?

Determine Your Net Worth and Cash Flow

Establish an Emergency Fund

Adopt and Stick with a Financial Strategy

Should I Manage My Money Myself?

Glossary of Financial Terms

Resources

taking CONTROL OF YOUR FINANCIAL FUTURE
How Should I Manage My Money to Reach
My Goals?

How you manage your money following your loss depends on many factors unique to you and your situation. However, there are some general steps you should take to develop your financial plan—or to redo one you had before the death of your loved one.