Retirement Insights

Episode 15 - Planning For Survivorship

InFocus Financial Advisors, Inc. Season 1 Episode 15

Episode 15 - Planning For Survivorship  This is important.  In this episode Eric and Robert talk about the importance of planning for survivorship. What happens when one spouse pre-deceases the other. We cover the financial implications of pension decisions, Social Security and what planning items you should be reviewing for this possibility.