Retirement Planning After Losing a Spouse

#RetirementPlanning #RetirementSavings #Retirement

Here are the most important planning decisions facing widows and widowers.

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00:00:00 Introduction

00:00:31 Widowhood Statistics

00:00:58 Economic Impact of Losing a Spouse

00:02:17 Financial Decisions to Avoid After a Spouse’s Death

00:04:22 Bringing in a New Financial Advisor After Losing a Spouse

00:05:30 Benefits of Building Liquidity

00:07:10 How to Handle a Spouse’s Retirement Accounts

00:08:31 Long-Term Care and Estate Planning for Widows and Widowers

Watch more from Morningstar:

Retirement Planning for Singles https://youtu.be/ASTMy0W5PsQ?si=46HekBUMC9NsadIz

5 Things to Do Now to Retire in One Year or Less https://youtu.be/U8JzJWW9gLE

5 Things to Do Now to Retire in 3 to 5 Years https://youtu.be/LcRuiKxfCtw

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