Retirement Ready

Family Matters When It Comes to Finances


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Your money and your nest egg have a direct effect on so much of your life, especially those you hold dear. Today we talk about what happens in a family, particularly when someone has passed away, and the financial impact that can have. Losing a spouse is an emotionally devastating experience, and amidst the grief, the financial implications can add another layer of stress.

 

Here’s some of what we discuss in this episode:

  • Overcoming the most significant financial challenge after the loss of a spouse.
  • Understanding the tax implications.
  • Why estate planning is so vital.
  • What a balanced financial strategy looks like.
  •  

    Get in touch with the Peterson Financial team: https://petersonfg.com/

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    Retirement ReadyBy Eric Peterson

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