Kimberly’s husband died by suicide after being married for a very short time. They had started the process of combining finances when they first got married, including changing wills and beneficiaries. Due to this being a second marriage and such a short marriage it created conflict in the family. Kimberly had to cut her losses and make a lot of financial sacrifices to not turn it into a battle. She felt the best way to respect her husband was to work respectfully with his family. And she needed the money issues to be done so she could heal her heart. She shares lessons that more communication with children should have happened, beneficiaries maybe should not have been changed, and the decision to not have a prenup is discussed.
Information expressed does not take into account your specific situation or objectives, and is not intended as recommendations appropriate for any individual. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation.
RH Advisors, LLC dba Rock House Financial is an SEC registered investment adviser and the opinions expressed on this show do not reflect the opinions of Rock House Financial or any sponsors of the podcast. All statements and opinions expressed are based upon information considered reliable although it should not be relied upon as such. Any statements or opinions are subject to change without notice.
Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Past performance is not indicative of future performance.