Cover Your Assets

Achieving Spousal Retirement Compatibility


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This conversation covers various aspects of retirement planning including the importance of a clear retirement plan, assessing retirement savings and income sources, strategies for income withdrawals and maximizing Social Security benefits, average retirement age and ongoing trends.  Logan covers spousal retirement considerations such as retirement age and savings disparities, assessing savings and expenses in retirement, financial incompatibility, and strategies for couples.

You can reach Logan Marcus by calling 800-874-8380.

Alpha Omega Wealth

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Cover Your AssetsBy Logan Marcus