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13 Financial Moves to Make After Losing a Spouse

13 Financial Moves to Make After Losing a Spouse

The American College of Financial Services
Kiplinger
April 29, 2020

One of the worst experiences a person can suffer through is the death of their spouse or partner, not only emotionally, but financially as well. Without careful planning, the passing of a loved one can derail retirement plans and lead to even more struggle for those bereaved.

RICP® program director Wade Pfau says while financial decisions aren’t top of mind for many who have lost a spouse or partner, moving quickly to shore up investment portfolios and optimize assets is key to maintaining stability for the future. More in this piece from Kiplinger.

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