Episode 83: Financial issues facing a surviving spouse!

It definitely is an uncomfortable thought, but the reality is that in virtually every single retired couple, one will have to traverse through a period of their golden years 𝘄𝗶𝘁𝗵𝗼𝘂𝘁 𝘁𝗵𝗲𝗶𝗿 𝗽𝗮𝗿𝘁𝗻𝗲𝗿. For these 𝘀𝘂𝗿𝘃𝗶𝘃𝗶𝗻𝗴 𝘀𝗽𝗼𝘂𝘀𝗲𝘀, proactive moves the couple made before the passing, and knowing what to do in the wake, can help to reduce the financial strife during this period of emotional grief. DISCLOSURE: Investment advisory services offered by duly registered individuals through Mosley Wealth Management, Inc. (“MWM”). MWM and Mosley Insurance and Financial Services are affiliated companies by common ownership. License # 0K76766 Investing involves risk, including the potential loss of principal. Any references to protection, safety, or lifetime income, generally referred to fixed insurance products, never securities or investments. Insurance guarantees are backed by the financial strength claims paying abilities of the issuing carrier. This content is intended for informational & educational purposes only. It is not intended to be used as the sole basis for financial decisions nor should it be construed as advice designed to meet the particular needs of an individual situation. All hypothetical examples are provided for illustrative purposes only; they do not represent real life scenarios. Mosley Insurance & Financial Services nor its agents or representatives may not give tax or legal advice. Individuals should consult with a qualified professional for guidance before making any investment decisions. Our firm is not affiliated with or endorsed by the US government or any governmental agency. Some of the information provided may be from one or more third parties which we believe to be reliable sources, but accuracy and completeness cannot be guaranteed by Mosley Insurance & Financial Services.For more information go to: www.mosleywealthmanagement.com