This article is Part 2 of “Love After 65: 7 Financial Topics to Discuss with a Professional.” Last week, we covered the first set of important financial conversations for couples in later life. This week, we wrap up the series with the remaining topics, offering further guidance on how a professional can support smart, lasting […]
Even the best-laid retirement plans can be threatened when Cupid’s arrow strikes. As you navigate this new love, be sure to consider the following seven key planning areas. Finding love in later years brings joy and new financial considerations. As Baby Boomers surge into the Peak 65® Zone, turning 65 in record numbers, 42 percent […]
