Wealth Wednesday

During the retirement planning process, It is important to consider your Social Security benefits. But some of the planning goes beyond some of the basics. Today we want to share 4 things you need to know when thinking about your Social Security benefits.

What happens to your financial situation when your spouse dies? Today we discuss how losing a spouse can impact your income, your savings, and your taxes. We will also share some more updates for 2022 to help you better plan for your future.