Managing Your Financial Future with Lucia Capital Group
Managing Your Financial Future with Johnny Dean and "Professor" Rick Plum, CFP® Brought to you by the advisors and investment professionals at Lucia Capital Group, a registered investment advisor. Integrating financial planning and investing decisions, designed to help you reach your own financial goals. Want the best tips on which hot stocks you should buy this week? Go somewhere else - we don't do that. It's all about planning, strategy, managing your future and taking control of your financial life. Securities offered through LPL Financial, member FINRA/SIPC.
Managing Your Financial Future with Lucia Capital Group
4 Things Every Surviving Spouse Should Know
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Losing a spouse is something no one likes to think about, but for virtually every married couple, it’s a reality that will eventually have to be faced. And beyond the emotional toll, there are financial changes that happen automatically, whether you’re prepared for them or not.
For example: What really happens to Social Security benefits when one spouse passes away? How does losing married filing jointly status affect your taxes? Why can Medicare premiums actually increase, even if household income drops? And what mistakes can be made with inherited retirement accounts that can’t be undone?
What should you know before you ever need to? Learn all about it as podcast host Johnny Dean and Rick “The Professor” Plum, CFP® walk through four critical financial shifts every surviving spouse should understand on this week’s episode of Managing Your Financial Future!