Jul 27, 2021
Today, we talk through a retired couple's situation, highlighting four mistakes they made with their estate planning, and how you can avoid these mistakes yourself. Be sure to stick around to the end and check out our "Beneficiary Visual" in the resources, as we cover a mistake that over half of retirees are making right now!
For questions, comments, or to receive your own RETIREMENT RISKS ANALYSIS, you can start with a 2 minute quiz here: Share More & Get in Touch
You can also find Loren at shermanl@integrityguidance.com