A loss of a beloved spouse leaves you with much to do. There are many practical matters to deal with. How are you progressing since your loss? How much have you been able to accomplish? How much more is still left to do? Most widows have no idea of all that must be done following the loss of a spouse; you just don't know what you don't know. By taking this survey, however, in a few minutes you'll have a better understanding of your current situation. You may realize there is much left to do and you would be hard pressed to get these important "to-do" items done without advice and help. That's when you might consider working with one of our financial coaches. You're on a challenging journey, but you don't have to go it alone. Let's get started.

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* 1. Please provide the following (see our privacy policy):

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* 5. I have a minor child(ren).

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* 6. I have an adult child(ren).

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* 7. I care for a disabled child(ren) or adult(s).

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* 8. My spouse was a military veteran.

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* 9. My spouse was a civil servant or government employee.

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* 10. My spouse was a railroad employee.

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* 11. Generally, I feel in control of my household finances.

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* 12. I know where my important financial and legal papers are located.

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* 13. I have savings set aside for an emergency or unexpected event.

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* 14. I have enough income to meet my monthly expenses.

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* 15. I use a monthly budget to track my spending.

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* 16. I have adequate health insurance.

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* 17. I have used my spouse's personal checking account to pay his personal debts and bills only.

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* 18. I have no past due bills (e.g. funeral, medical), or if I do I have a plan to pay them.

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* 19. I pay off my credit card(s) each month.

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* 20. I have a good understanding of my liabilities, i.e. mortgage, second mortgage, auto loan, school loan, etc. and can continue to pay them.

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* 21. I have contacted our creditors, including credit card companies, to close my spouse's account(s) and update account ownership as necessary.

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* 22. The last time I reviewed my credit report was

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* 23. I have updated the deed to my home.

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* 24. I have updated the title to my auto(s).

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* 25. I have updated my legal documents like my Will, Power-of-Attorney, Living Will, Healthcare Power-of-Attorney and Advanced Directive.

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* 26. I have access to all of my spouse’s passwords and online accounts.

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* 27. I have removed my spouse from our auto insurance coverage.

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* 28. On a scale from 1 to 10 (1=lowest, 10=highest), how confident are you that you will have enough income to live on?

0 5 10
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i We adjusted the number you entered based on the slider’s scale.

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* 29. On a scale from 1 to 10 (1=lowest, 10=highest), how confident are you in your investments?

0 5 10
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i We adjusted the number you entered based on the slider’s scale.

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* 30. Have you filed a claim(s) with your spouse’s life insurance company(ies)?

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* 31. Have you updated your beneficiaries (on IRAs, Life Insurance,  and Annuities)?

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* 32. Have you transferred ownership of investments from your spouse's name to your name?

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* 33. Have you settled your spouse's estate?

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* 34. If your spouse was employed when he died, have you initiated a 401(k) or 403(b) rollover to your IRA?

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* 35. If your spouse was employed when he died, have you contacted his employer to apply for COBRA health coverage and other benefits?

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* 36. Do you have a financial advisor with whom you’re comfortable working?

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* 37. Do you have an estate planning attorney with whom you're comfortable working?

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* 38. Do you have a tax professional with whom you're comfortable working?

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* 39. (Optional) If you would like our Welcome Packet sent to you, please provide us your mailing address; the Welcome Packet provides information about our services and a directory of professionals we've vetted and you can trust. We do not share your information (see our privacy policy).

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* 40. Thank you for completing our Progress Check. You'll receive your score after you click Submit. Regardless of your score we encourage you to learn more about our financial coaching services. You will work with a registered financial advisor and we never charge for our services. Would you be interested in learning more?

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