Retirement Your Way

Surviving a Spouse


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Navigating the loss of a partner is an overwhelming emotional journey that unfortunately requires making critical financial decisions during a time of deep grief. This episode provides a compassionate guide to the essential first steps, including managing immediate cash flow, updating asset titles, and understanding your new Social Security and tax status. Join us as we discuss how to protect your financial future and find peace of mind while transitioning into this new chapter of life.
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Retirement Your WayBy Deborah Marcum