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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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