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Jill on Money with Jill Schlesinger

CFP for My Wife if I Die?

Sep 26, 2024
10:45

My wife and I are very much aligned on our finances and retirement planning, however my wife has zero interest in getting involved in our finances, investments, etc. For that reason, I would like to have a CFP or advisor in place to help her if I were to pass unexpectedly. Good idea or bad?

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