Protecting Loved Ones: Affairs in Order
Aug 06, 2024•11 min
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Episode description
Many retirees are afraid of losing money and prefer to preserve their savings rather than grow it. This fear can prevent them from maximizing their retirement funds. Jackie Campbell discusses the importance of having a plan that includes multiple streams of income, smart tax planning, and a balanced investment strategy. Other important considerations include health and long-term care planning, as well as having affairs in order to protect loved ones in the event of a spouse's passing.
For more information or to schedule a consultation call 352-251-1015 or visit www.mycampbellandco.com
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