Timothy Sumer

Financial steps to take after the death of a spouse or loved one. Subscribe to this channel here: ----------------------- ✅ [FREE MASTERCLASS] Learn How Successful Retirees Are Creating Their Perfect Retirement Plan. 🎁 [GET THE FREE GUIDE] How to Find Your Purpose In Retirement 🏝 [HOW MUCH YOU NEED TO RETIRE?] Take The QUIZ To Find Out How Much You Need To Retire 👍 [LET'S CHAT] ----------------------- POPULAR RETIREMENT VIDEOS The 3-Bucket Retirement Withdrawal Strategy How Much Do I Need To Retire? ----------------------- Nothing can quite upend your world, like the passing of a spouse. It leaves many at a loss, for what to do next. And if you or a friend has lost their spouse, then this video is going to be helpful because I'm going to give you a step-by-step plan so that you can simplify what you should be doing in the coming months. It'll help you feel like you have a little bit more control over t...

For Your FREE Consultation with Rob, simply fill out the form and directly book your strategy session in his calendar here: Register to our FREE retirement planning Masterclass - Register to our FREE Alternative Real Estate Investing Masterclass - 📽 Watch our other video on Pension Tax Credit: Today we're going to focus mostly on the financial aspects and some of the administrative aspects that you should take care of after your spouse passes away. The emotional aspects involved in losing a spouse are something totally different, but let's focus on the financial part for today. 1) The first decision you're going to want to have to make involves organizing the funeral. In order to plan the funeral effectively you will hopefully have sufficient cash flow in order to pay for everything required. - If not, you need to make a withdrawal –where's that coming from? RRSP? TFSA? Who knows. Hopefully you can rely on someone like your investm...