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As Seen in U.S. News & World Report: How to Prepare for the Death of a Healthy Spouse

Consolidate accounts. Many older couples have accounts at multiple financial intuitions. "Everything is very spread out," says Tatyana Bunich, president and founder of Financial 1 Wealth Management Group in Columbia, Maryland. "The very first thing we do in our process is to consolidate accounts." Fewer accounts makes it easier to track and manage your finances. "When [a death] does happen, the more accounts, the harder it is emotionally," Bunich says. "The paperwork involved to put in death claims for every institution is overwhelming."

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As Seen in Kiplinger: How Coordinating Your Financial Life Can Lead to a More Prosperous Retirement

“Our number one goal has always been to make a difference in our clients’ lives.” -Tatyana Bunich, President and Founder of Financial 1 Wealth Management Group The devil’s in the details. That’s a lesson learned the hard way by many investors who thought their financial planner had dotted every I and crossed every T, only to find their nest egg wasn’t adequate to achieve their goals. Perhaps it wasn’t protected from inflation or avoidable taxes, making it unable to provide an income that could be depended on throughout retirement.

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