The Financial Impact of Losing a Spouse
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Losing a spouse is one of the hardest realities anyone can face, and it can create major financial changes that you may not see coming. In this episode, Eric walks through the potential financial impact of becoming suddenly single in retirement, including Social Security changes, tax surprises, IRA rules, beneficiary updates, and income planning challenges. It’s a practical conversation about preparing for the inevitable and making sure your spouse can still maintain stability and confidence…
The skinny
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