While it’s important to plan for things that could happen, it’s far more crucial to plan for situations that will happen no matter what. No one likes to think about it, but death is one of those events.
When a spouse or loved one passes, you’ll need the tools and resources to navigate shared and individual accounts, policies, and assets at your immediate disposal.
Today’s Two-Minute Retirement Solution focuses on four simple steps to help you do just that. In it, Steve McDonald will show you how to avoid painful surprises in the future. It’s a touchy subject, but one you’d be wise to sit down and address with your spouse today.