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Taking a Financial Inventory

Twelve Months of Financial Milestones

The First 30 Days

Within 90 Days

Within 6 Months

Within 9 Months

After the First Year

Working with Financial and Legal Advisors

Settling the Estate

Taking Control of Your Financial Future

Glossary of Financial Terms

Resources

twelve months of financial milestones
After the First Year

You may now be ready to look at the big picture for your own future.

• If you are still living in the home or apartment you shared with your loved one, evaluate your needs and determine whether this arrangement continues to be the best option for you. Can you handle all the maintenance yourself? The monthly payments? The memories?

• Make decisions that put you firmly in control of your own financial life, such as reviewing your assets and liabilities and considering what changes, if any, you’d like to make. See "Taking Control of Your Financial Future.”

• If your health care plan is from your loved one’s employer, make sure you know how long you can keep the coverage and begin to make plans for providing your own coverage after that time.