Pittsburgh, PA - Fragasso Financial Advisors, a Pittsburgh-based wealth management firm, has released new resources to support women facing major life changes such as the loss of a spouse, divorce, or other significant transitions. These materials are designed to provide practical guidance at times when financial responsibilities can suddenly shift and become overwhelming.
At the center of this effort is The Survivor’s Guide: A Financial Checklist for Widows and Widowers. This complimentary e-book offers a structured path for those who need to take control of their finances after loss. It focuses on helping individuals organize their financial picture, make critical updates, and plan for the future.
Key Highlights of The Survivor’s Guide
- Organizing assets, liabilities, and income sources.
- Reviewing and updating estate planning documents and beneficiary designations.
- Evaluating life insurance policies and other coverage.
- Understanding Social Security survivor benefits.
- Mapping short-term priorities alongside long-term financial strategy.
Fragasso also continues to advance its Women Investors initiative, which recognizes the distinct challenges women often face in financial planning. Women frequently take on caregiving roles, experience career interruptions, or must adjust plans during life events such as marriage, divorce, or widowhood. Fragasso’s initiative provides education and resources designed to help women gain clarity and confidence in these situations.
Focus Areas of the Women Investors Initiative
- Navigating financial transitions such as divorce, career changes, or loss of a spouse.
- Reassessing goals and risk tolerance after life events.
- Planning for longevity and the potential of outliving a spouse.
- Balancing financial needs while caring for children or aging parents.
By combining the Survivor’s Guide with the Women Investors initiative, Fragasso offers a framework that balances sensitivity with structure. These resources help women take practical steps, update essential documents, and build confidence in their ability to manage both immediate needs and future goals.
The materials are available at no cost through Fragasso’s website. The Survivor’s Guide e-book can be downloaded directly, while additional educational content and planning tools for women are also accessible online. Fragasso encourages women undergoing transitions - or those preparing for them - to explore these resources as part of a larger financial planning strategy.
Investment advice offered by investment advisor representatives through Fragasso Financial Advisors, a registered investment advisor.
About Fragasso Financial Advisors, Inc.
Fragasso Financial Advisors, Inc. operates as an independent, primarily fee-based, employee-owned financial advisory establishment. Since its inception in 1972, the firm has been providing personalized financial planning and investment management services to individuals, non-profit organizations, and businesses. With a focus on long-term relationships and a commitment to providing an exceptional client experience, Fragasso Financial Advisors is a fiduciary, acting in their clients’ best interests with every decision.
Media Contact
Name
Fragasso Financial Advisors
Contact name
Marsha Posset
Contact phone
412-227-3206
Contact address
3402 Washington Road, Suite 301
City
McMurray
State
PA
Zip
15317
Country
United States
Url
https://www.fragassoadvisors.com/
