Financial Realities of Later-Life Marriages (Ep. 138)

Love and finances often intertwine in unexpected ways, especially in later-life marriages.  From tax strategies to estate planning, every decision reflects a delicate balance between personal connection and practical considerations. In this episode, Peter Raskin explores the unique financial challenges faced by older couples tying the knot. With stories and strategies, Peter offers guidance to help navigate the complex decisions surrounding later-life marriages. Peter discusses: Strategies for managing joint and individual financial goals in later-life marriages The impact of tax planning on marriage decisions, including joint filing benefits Important insurance considerations, from health coverage to long-term care Social Security benefits and how marital status changes eligibility and payouts Estate planning priorities, including prenuptial agreements and beneficiary designations And more! Connect with Peter Raskin:  Raskin Planning Group (617) 728-7433  LinkedIn: Peter Raskin  Facebook: Raskin Planning Group LinkedIn: Raskin Planning Group Schedule a Time with Peter Raskin: Book a Call with Peter This is not intended to be a substitute for professional investment advice. Always seek the advice of your financial adviser or other qualified financial service providers with any questions you may have regarding your investment planning. Securities and investment advisory services offered through Osaic Wealth, Inc., member FINRA/SIPC. Osaic Wealth is separately owned, and other entities and/or marketing names, products, or services referenced here are independent of Osaic Wealth. Osaic Wealth, Inc. and its representatives do not offer tax or legal advice. Individuals should consult their tax or legal professionals regarding their specific circumstances.