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Lost and Found

LOST AND FOUND:
Finding Self-Reliance after the loss of a spouse.
by P. Mark Accettura, Esq.

The book is designed to assist surviving spouses, those planning for the eventual loss of a spouse and the families of surviving spouses in the grieving process and in navigating the complex legal, governmental, financial and accounting requirements associated with the death of a loved one.

Office Manager

small-krapp Kimberly Rapp
Home / Lost and Found / Chapter 2 / Identify Available Sources of Cash Flow
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Identify Available Sources of Cash Flow

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Identify your immediate sources of cash flow, including:

  1. Bank, brokerage or other accounts that you owned individually or jointly with your spouse;
  2. Salary;
  3. Social Security;
  4. Pension benefits from your spouse;
  5. Annuity payments;
  6. Rental Income;
  7. Insurance income;
  8. Investment income (interest and dividends);
  9. Alimony and/or Child Support; or
  10. Proceeds from the sale of an asset.

Make a list of each item and the monthly amount you expect to receive. The income and expense information you gather is the starting point to creating a financial plan.

Download and print out the GETTING ORGANIZED SUMMARY CHECKLIST to help assist you in organizing your affairs. (PDF DOCUMENT.)

 

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