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Julie Virta on Muck Rack

Julie Virta

As seen in: Forbes, MSN UK, Yahoo Finance, MarketWatch, EIN News, Kiplinger, CUInsight.com, Inkl, The Beacon Newspapers
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Articles

Managing Your Money After a Loss: A 30-60-90-Day Plan for Surviving Spouses

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By Julie Virta
| Inkl
Box paper with the words First 30 60 90 Days . As a financial adviser, I've spent much of my career helping clients navigate the intersection of loss and financial responsibility. Today, those conversations are more frequent than ever as the Great Wealth Transfer reshapes who is managing wealth. Women, who tend to outlive their husbands, are especially likely to find themselves managing significant assets for the first time.
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Managing Your Money After a Loss: A 30-60-90-Day Plan for Surviving Spouses

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By Julie Virta
| Kiplinger Verified
Follow us Add us as a preferred source on Google Subscribe to our newsletter As a financial adviser, I've spent much of my career helping clients navigate the intersection of loss and financial responsibility. Today, those conversations are more frequent than ever as the Great Wealth Transfer reshapes who is managing wealth. Women, who tend to outlive their husbands, are especially likely to find themselves managing significant assets for the first time.
Open in Who Shared Issue with article?

Managing Your Money After a Loss: A 30-60-90-Day Plan for Surviving Spouses

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By Julie Virta
| Yahoo Finance Verified
When you buy through links on our articles, Future and its syndication partners may earn a commission. Credit: Getty Images As a financial adviser, I've spent much of my career helping clients navigate the intersection of loss and financial responsibility. Today, those conversations are more frequent than ever as the Great Wealth Transfer reshapes who is managing wealth.
Open in Who Shared Issue with article?
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