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Rich and Steve Discuss Loss of Spouse Risk and Putting a Plan in Place
Losing a spouse is the most difficult experience a person can endure in retirement. When it happens, you lose more than just your spouse. You may lose a pension or a social security check, so this is something that needs to be planned for.
www.rwpaul.com/
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.
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By Rich Paul, CFP® and Steven Paul, CFP®Losing a spouse is the most difficult experience a person can endure in retirement. When it happens, you lose more than just your spouse. You may lose a pension or a social security check, so this is something that needs to be planned for.
www.rwpaul.com/
Disclosure:
The Retirement Planning Podcast is for Educational Purposes Only and is not intended as investment/tax advice. Please consult with a qualified professional for any financial, insurance, tax, or legal matters.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Richard W. Paul & Associates, LLC, is a Registered Investment Advisor. Advisory services offered through Richard W. Paul & Associates, LLC. Insurance services offered through Midwest Financial Consultants, Inc. The aforementioned are affiliated companies. Matthew Paul is a registered representative with securities offered through G.F. Investment Services, LLC, member of FINRA/SIPC. Richard W. Paul & Associates, LLC and G.F. Investment Services, LLC, are separate entities.