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Terrilyn takes this episode to tackle the hard truth behind losing a spouse—how income can drop, taxes can spike, and what to do now so grief doesn’t turn into a financial gut punch. You’ll get no-jargon fixes for avoiding the Widow’s Tax Trap, from cleaning up outdated beneficiary designations to building a smarter, more resilient portfolio beyond the old 60/40 split. Listen in for a clear, compassionate game plan you can act on today!
See omnystudio.com/listener for privacy information.
By Integrity Financial ServicesTerrilyn takes this episode to tackle the hard truth behind losing a spouse—how income can drop, taxes can spike, and what to do now so grief doesn’t turn into a financial gut punch. You’ll get no-jargon fixes for avoiding the Widow’s Tax Trap, from cleaning up outdated beneficiary designations to building a smarter, more resilient portfolio beyond the old 60/40 split. Listen in for a clear, compassionate game plan you can act on today!
See omnystudio.com/listener for privacy information.