Stacy Francis on Taxes & Financial Planning for Widowed Parents

The Widowed Parent Podcast

I had such a great discussion with Stacy Francis for this episode. Stacy is a certified financial planner who specializes in working with women going through transitions, including becoming widowed. I invited her on the show because this is such an important topic, and it’s helpful to be able to ask an expert our questions about money, taxes, and social security.

Some topics Stacy and I discuss include:

• Thinking about the first tax return as a widowed person;
• Some differences to know about filing statuses such as Qualified Widow(er), Head of Household, and Single;
• Tax breaks for widows that are important to know about;
• Why life insurance is an important financial tool;
• The importance of planning for retirement;
• Social security benefits that widowed people with children are eligible for;
• The free guides & checklists that Stacy has available on her website;
• Her nonprofit, Savvy Ladies, which offers free financial advice and services for women who need it; and
• What is important to know and ask when choosing a financial planner.

I hope you enjoy my discussion with Stacy Francis.

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Thank you sponsors & partners:

Grief Coach - Grief support text messaging service. Tips and support delivered all year long, personalized based on your loss. Listeners get $10 off: https://grief.coach/jennylisk/

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