Family Matters When It Comes to Finances

Your money and your nest egg have a direct effect on so much of your life, especially those you hold dear. Today we talk about what happens in a family, particularly when someone has passed away, and the financial impact that can have. Losing a spouse is an emotionally devastating experience, and amidst the grief, the financial implications can add another layer of stress.

 

Here’s some of what we discuss in this episode:

• Overcoming the most significant financial challenge after the loss of a spouse.
• Understanding the tax implications.
• Why estate planning is so vital.
• What a balanced financial strategy looks like.

 

Get in touch with the Peterson Financial team: https://petersonfg.com/