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Husband Passed, Should I Pay Off Mortgage?

Jill on Money with Jill Schlesinger

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Financial Planning Strategies for Retirement Funding

This chapter delves into the financial complexities faced by a couple in their 60s as they navigate lower-paying jobs and strive to secure their retirement. The discussion centers on evaluating income sources, investment accounts, and tax considerations to determine the optimal strategy for funding their retirement while managing tax implications.

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