In the News

Title

4 Money Mistakes People Often Make After a Spouse Dies

Document Type

Article

Publication Date

10-27-2015

Abstract

"The biggest mistake I have seen is being too quick to trust someone, especially in places you may typically have your guard down," says Jeff Weeks, a certified financial planner with ATX Portfolio Advisors LLC in Austin, Texas. "Be wary of the salesperson you know only through places like church and social clubs."