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A larger pension check today can look incredibly tempting, but what happens if your spouse outlives you? Phil breaks down one of the biggest pension decisions couples face and explains the tradeoffs between maximizing monthly income and protecting a surviving spouse. This is a permanent retirement decision and deserves much more thought than most people give it.
Here’s...
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Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV
Book an appointment with Phil to get your customized planning process started ➟
Want to learn more about financial planning? Please subscribe to our channel and you won't miss a video ➟ https://bit.ly/33RO6mV
Book an appointment with Phil to get your customized planning process started ➟