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Would Your Spouse Know What to Do Financially Without You?

 

What happens to your financial plan when life changes in an instant? Suzanne Porske and her Tax Partner Rachelle Harp discuss why both spouses should understand the household financial picture before a crisis occurs. She explores survivor income, Social Security, taxes, probate, and the importance of keeping financial information organized. Plus, the conversation turns to retirement healthcare costs, Medicare premiums, annual coverage reviews, and how Health Savings Accounts can fit into longer-term planning.

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Dime to Diamonds

Unlock the secrets to financial success, generosity, and making impactful decisions with the Dime to… 

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