Who handles the finances in your household? In this episode, we explore what happens when one spouse takes the lead, how financial responsibilities are divided and key steps to ensure both partners are financially prepared for the future.
Specifically, we are going to discuss:
How responsibilities are split between spouses.
The probability the surviving spouse will find a new advisor within a year
A real-world experience when one spouse passes
Understanding what value means to you
Lastly, I will finish up with some action items to help address some potential shortfalls in your current plan.
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Surviving Spouse’s leaving their Advisor