9 min
What About Mom? Surviving Spouse = CFO | Series 3.3 Enjoy More 30s: Family Finance
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- How To
Which parent handles the finances? It very well may not be the surviving spouse.
First help them in organizing what they have (03:29)Sort what they need and don't need (04:10)Add extra awareness in certain areas: social security, life insurance, annuities, IRAs (04:35)
Quote for the episode: "We're going to cover what you need to know about what financial challenges a surviving parent in this position is going to face, and what you can do to help and make sure it goes smoothly for them."
Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
Which parent handles the finances? It very well may not be the surviving spouse.
First help them in organizing what they have (03:29)Sort what they need and don't need (04:10)Add extra awareness in certain areas: social security, life insurance, annuities, IRAs (04:35)
Quote for the episode: "We're going to cover what you need to know about what financial challenges a surviving parent in this position is going to face, and what you can do to help and make sure it goes smoothly for them."
Securities offered through TFS Securities, Inc., Advisory Services through TFS Advisory Services, a SEC Registered Investment Advisor Member FINRA / SIPC. TFS Securities, Inc. located at 437 Newman Springs Road, Lincroft, NJ 07738 (732) 758-9300.
9 min