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How to Overcome the 7 Biggest Mistakes Widows Make When Planning Their Financial Future booklet by Jay R. Blanchard

  • A guide to help prevent you from repeating some of the most costly mistakes women make following the death of their spouse.

Moving Forward on Your Own: A Financial Guidebook for Widows by Kathleen M. Rehl, Ph.D., CFP

  • 10-Time Award Winner, this 80-page book features original paintings and inspirational quotes, as well as reflection exercises and personal stories.

  • A leading authority on widows and their financial issues, and a widow herself, Dr. Rehl is passionate about inspiring her “widowed sisters” in transition. Her work has been featured in the Wall Street Journal, New York Times, CNBC, USA Today, AARP Bulletin and more.

 

Jay Blanchard's biography and a feature magazine article in Proactive Advisor Magazine

  • To provide a better insight as to who he is, what he values and how he approaches financial planning.

 

Request your free Thrive Package and find out how we can empower and support you.

Wealth to Women

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Investment products and services available only to residents of CA, CO, FL, IL, NC, NJ, NY, OH, PA, RI, SC and VA. Securities offered through Peak Brokerage Services, LLC member FINRA/SIPC. Investment Advisory services offered through Independent Solutions Wealth Management, LLC. Wealth to Women and Independent Solutions Wealth Management are separate and independent of Peak Brokerage Services, LLC.

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Wealth to Women

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