What to Do in the First Weeks After Loss


This week is extra special for me because we’re celebrating my mom’s birthday. Her love, strength, and encouragement have shaped so much of who I am today—both personally and in the work I do helping women navigate retirement. I’m grateful every day for the example she has set, and I couldn’t let this week go by without saying:

Happy Birthday, Mom! 🎉


Navigating Life After Loss – Part 2: Financial & Legal Aspects

💬 From Episode 68:

“The biggest thing is none of us are meant to go through this alone.”
– Eric Blake

In Part 2 of our Navigating Life After Loss series, I share compassionate, practical advice for the critical first weeks after losing a spouse. I walk through the legal, financial, and everyday matters that can feel overwhelming, offering clear action steps to bring order during a difficult time.

Here’s what we cover:

  • Why meeting with an estate planning attorney early can prevent costly delays and probate complications
  • The importance of retitling property, vehicles, and accounts in your name to avoid future issues
  • How Social Security payments and survivor benefits work, including timelines and required forms
  • Steps for handling debts, protecting against fraud, and safeguarding your spouse’s digital footprint
  • When a living trust may be worth considering for privacy, efficiency, and avoiding probate
  • And more!

You can catch every episode of The Simply Retirement Podcast on the website - or on your favorite podcast app.


Navigating Life After Loss: A Guide for the Newly Widowed

The companion guide to our 3-part podcast series.

When you’re grieving, it’s hard to know where to start. This compassionate, step-by-step resource will help you navigate the first days, weeks, and months after losing a spouse — so you can focus on what matters most.


Have more questions about retirement planning? Just hit reply to this email. I read and respond to every message. 😃

Keeping Retirement Simple,

Eric Blake, CFP®

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All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

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The Simply Retirement Newsletter

Straightforward retirement education for women delivered to your inbox weekly. 🎙️ Host of the Simply Retirement Podcast. Whether you are divorced, widowed, or simply ready to take control of your financial future, your retirement planning needs are special.

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