A majority of married women will become widows at some point in their lives. Paul and Anne discuss why these women may experience a steep learning curve with their finances and how to avoid the traps that come from moving forward in life. Listen along as they share resources available to widows to avoid being in financial trouble.
It’s Time to Talk to Your Spouse About Retirement
It’s common for an advisor to sit down with a couple who doesn’t see eye-to-eye on what their retirement years will look