My spouse died! Now what? Do these 5 Income Planning actions NOW!

Necessary retirement and Income Planning information for those who are married! Welcome to part two of our video series where we are dealing with a not-so-sexy topic - but one that is important for you and your spouse. We are talking about potentially one of the most stressful moments in life - when your spouse passes away. It’s gut-wrenching and almost to the point of not even wanting to bear the thought of what that moment may feel like. But none of us are promised tomorrow - life does not play favorites. So it is critical to make sure that there are not ANY additional stressors during this time for the surviving spouse - especially when it comes to your pocketbook.
Link to Retirement Survivorship Guide: click2retire.com/reitrementsu...
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Do you need a retirement plan that goes beyond allocating funds to truly fit your needs? We can help you create a retirement life plan customized for your retirement vision and legacy. Call us at [phone] or fill out this form for a free consultation: click2retire.com/spousediedno...
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More about Jessica Cannella, Co-Founder and President:
As the Co-Founder and President of Oak Harvest Financial Group, Jessica’s mission is clear. Educate, inspire, and financially prepare couples and individuals to enjoy a fearless and fulfilling retirement. With almost two decades of experience in retirement planning, Jessica’s objective is to alleviate the stress around investment management and financial planning.
#retirementplanning #investmentmanagement #jessicacannella

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