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March 31, 2015 - Blog

Could this one idea keep you awake at night?

More than Money with Gene Dickison Answers:

“Could this one idea keep you awake at night?”

It depends . . . are you age seventy (70) or older and in charge of the family finances?

A recent report concluded the number one worry keeping seniors (those ages seventy (70) or older) awake at night is – what will happen to my (non-financial) spouse when I die?

A very good question.

This could certainly keep a loving spouse awake with worry.

But it doesn’t have to.

If you are in charge of the family finances and are willing to deal with your mortality the time to act is now.  With your experience, it is logical you should initiate the search for a financial advisor to assist your spouse when you are no longer there yourself.

The two of your should interview advisors until you identify the person that gives your spouse confidence she or he can face their financial questions and concerns independently, but not alone.

Take action today – sleep better tonight.

Give your spouse a wonderful gift – confidence in their financial future.

 

Comments?

Email Gene@AskMtM.com.

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