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How to Prepare Financially for the Loss of a Spouse

By Chuck Zodda on September 3, 2023

How to Prepare Financially for Loss of a Spouse
Retirees face a multitude of risks in retirement. Market volatility, unexpected medical bills, and longevity are all examples of retirement’s potential pitfalls. However, there is one risk every married retiree will ultimately face at some point. This big risk is the death of a spouse. Most of us hesitate to think or talk about such a morbid topic, but it could not be more important to discuss this eventuality sooner rather than later.

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Armstrong Advisory Group, Inc. does not offer tax or legal advice and no portion of this communication should be interpreted as legal or accounting advice. You are strongly encouraged to seek advice from qualified tax and/or legal experts regarding any tax or legal matters relevant to you.

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The information contained herein, including any expression of opinion, has been obtained from or is based upon, sources believed to be reliable, but is not guaranteed as to accuracy or completeness. This is not intended to be an offer to buy, sell or hold or a solicitation of an offer to buy, hold or sell the securities, if any referred to herein.

All investments involve the risk of potential investment losses. An investor cannot invest directly in an index. Diversification seeks to reduce the volatility of a portfolio by investing in a variety of asset classes. Neither asset allocation nor diversification guarantees against market loss or greater or more consistent returns. Bonds are subject to interest rate risk and if sold or redeemed prior to maturity, may be subject to additional gain or loss. Armstrong Advisory does not provide any tax or legal advice; please consult with your tax and legal advisers on such matters.

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  • About Us
    • Our Story
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    • Investment Management
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  • Get Started