The retirement challenge many couples overlook isn't market volatility, it's what happens when one spouse is left to manage everything alone. This episode explores how couples can prepare financially for the loss of a spouse, organize accounts, plan for healthcare and long-term care costs, and create retirement income strategies that don't rely too heavily on Social Security. Annetta Carter also discusses stress-testing retirement plans, preparing for potential Social Security changes, and ensuring both spouses understand the family's financial picture before life's unexpected transitions occur.

Ready to connect with Annetta and begin building your retirement plan? Visit Magnolia to get started today!

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