2min chapter

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How Can You Prepare for the Perils of Aging? (Rebroadcast)

Financial Decoder

CHAPTER

The Importance of Financial Planning for Your Spouse

It's a good idea to engage with an advisor for at least some of your portfolio. That gives your spouse an opportunity to learn and gain confidence so that if you are incapacitated or pass away suddenly, they aren't thrown into the process of interviewing an advisor in the midst of chaos. We don't do well when we're forced to make decisions under stress. Having an advisor in place is a way to protect your spouse and your legacy.

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