It is a life event that can be one of the most difficult things to go through both emotionally and financially. When one spouse dies, the remaining spouse is left to wrestle with a mountain of questions and choices. And although it’s difficult to discuss, proper planning can help make it easier to transition through this major life event. Let’s explore what someone should do in the event of a spouse’s passing, but also some of the pre-planning that can take place.
Important Links:
Chessman Wealth Website: https://www.chessmanwealth.com
Call: 214-572-2120
Rethinking Longevity in Retirement Planning
10 Biggest Money Mistakes In Retirement Planning
Dismantling the Top Social Security Myths of 2023
Building a Spending Plan with the FaithFi App
Ep 89: Estate Planning Vs. Wealth Transfer
Ep 88: Fore Your Retirement - What Golf Teaches Us About Financial Planning
Ep 87: The Chessman Sponsorship Launch featuring Keyla Hernandez of Compassion International
Ep 86: Five Beneficiary Mistakes - Are You Accidentally Spoiling Your Retirement Plan?
Ep 85: Four Ways The SECURE Act 2.0 Might Impact You
Ep 84: Reaching Financial Contentment with Ron Blue
Ep 83: At the Intersection of Faith & Finance with Rob West
Ep 82: How Bonds Work - What Retirees Need To Know
Ep 81: Contribution Limit Changes for 2023
Ep 80: Making Smart Decisions During Major Life Events
Ep 79: 5 Common Questions People Asked When Forced Into Retirement
Ep 78: Warning Signs - How to Spot Problems in Your Financial Life
Ep 77: Tools to Help You Budget Better
Ep 76: Going Against the Grain
Ep 75: Smart Choices Wealth Management Solution
Ep 74: Smarter Giving at Compassion International with Jim Kirk
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