032 – Tammy Symons- What To Do When a Family Member Dies

In this episode, KT and Tammy Symons discuss:

  • KT’s experience with a death of a family member
  • If you’re the griever, what you should be thinking about
  • Planning a funeral
  • Inquiring about life insurance

Key Takeaways:

  • When a family member passes, make sure you know whose name is on current loans, any debt, insurance, etc.
  • The initial task after someone passes away is to seek financial advice from a professional
  • Take loved ones with you when you go to the funeral home to make big decisions
  • Take a good inventory of everything that the deceased had — reach out to his/her financial planner — and use that information to make informed financial decisions

“When you’re grieving, you’re not yourself… and you can’t really think things through.”KT Thomas

Connect with Tammy Symons, CFP:

 

Website: www.newdaysolutions.com

Email: tammy@newdailysolutions.com

Phone: 800-834-2101

 

Click here to reach KT 

Connect with KT Thomas: https://ktsmoneymatters.com/

Purchase KT’s book- The Hardworking Woman’s Guide to Money 

 

Show Notes by Show Producer: Anna Nygren

Audio production by Turnkey Podcast Productions. You’re the expert. Your podcast will prove it.

About the author, Kathleen

Kathleen Thomas, who often goes by KT, has over 25 years of experience in the financial services industry and understands the need for women to take control of their financial lives.

A Certified Investment Management Analyst, Chartered Life Underwriter, and Certified Financial Planner™ practitioner, Thomas earned her degrees in Finance and Political Science from Salem College.

Prior to founding NewDay Solutions, an independent Registered Advisor Firm, Thomas spent 20 years as a private wealth advisor for Ameriprise Financial Services. Many of her earliest clients continue to work with her.

Thomas is an avid long-distance runner and triathlon participant. She has completed the Boston Marathon seven times and the Ironman Distance Triathlon three times. She has volunteered as coach and mentor for Girls on the Run New Hampshire and Team in Training.

Raised in Newton, Massachusetts, Thomas now lives in Seabrook, New Hampshire, with her husband, John. They have one daughter.

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