Coming to terms with the grief of suddenly losing your spouse is difficult to deal with. It is also a time when inconveniently there are a number of things that need to be done to keep your financial house in order. Along with funeral arrangements, the following practical considerations need to be made in the event of your spouses passing.
Planning for your retirement requires a level of financial literacy your financial planner can help you navigate. By identifying your retirement lifestyle goals and bucket list you want to achieve in your retired years, you set yourself up for greater confidence to comfortably move along with your future.