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Financial planning and wealth management cannot be done room-by-room or even floor-by-floor. It’s needs a solid foundation and a clear blueprint before you can begin implementing tactics products. Our Complete Financial Advice considers your entire financial house.
Episodes
Tuesday Jul 05, 2022
Tuesday Jul 05, 2022
99% of people will become a widow or widower at some point in their life, so financial preparation will be helpful during this emotional time.
In this episode, Larry Heller guides you around ways to make financial planning easier during this major life transition by revealing key steps you’ll want to incorporate into your financial planning should you become widowed. Plus, he explains why financial discussions between spouses are important, especially in the later years of life.
Larry discusses:
- Concepts to include in your financial plan for when you become a widow or widower
- How tax situations may shift when one spouse becomes widowed
- The potential shift in insurance coverage as a widow or widower
- How editing a will after one partner has passed may be required
- And more
Resources:
- Life Unlimited: Strategies For Living With Inflation (Ep.107)
- Checklist: What Issues Should I Consider If My Spouse Passes Away
Connect With Larry Heller:
- Email Larry
- (631) 248-3600
- Schedule a 20-Minute Call
- Heller Wealth Management
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