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Retirement is a journey. Getting where you want to go requires a plan.
One of the big retirement questions is, “What happens to my spouse when I die?” In this video, I will uncover some of the advanced planning methods we share with our clients so you, and your spouse, can sleep better at night.
Topics Discussed:
- The 3 stages of planning after you’ve retired
- Legacy planning
- The pension maximization conversation
- Do you need life insurance?
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Securities and advisory services offered through Commonwealth Financial Network, Member www.FINRA.org / www.SIPC.org, a Registered Investment Adviser. This communication is strictly intended for individuals residing in the states of FL, GA, MA, MD, NH, NJ, OR, PA, SC, SD. No offers may be made or accepted from any resident outside these states due to various state requirements and registration requirements regarding investment products and services. Please review our terms of use here