Saving & Investing


Starting over and overwhelmed

November 20, 2013

Steps you can take when taking over your finances

When you lose your spouse or partner, the list of tasks you need to complete can seem daunting—especially when it comes to finances and investments. Karin Risi from Vanguard Advice Services and Sarah Hammer of Vanguard's Investment Strategy Group discuss some steps you can take to make the list more manageable.

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Important information

  • All investing is subject to risk, including the possible loss of the money you invest.
  • Vanguard Asset Management Services are provided by Vanguard National Trust Company, which is a federally chartered, limited-purpose trust company operated under the supervision of the Office of the Comptroller of the Currency.
  • Advice services are provided by Vanguard Advisers, Inc., a federally registered investment advisor. Eligibility restrictions may apply.
  • This webcast is for educational purposes only. We recommend that you consult a tax or financial advisor about your individual situation.

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