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Social Security Survivors Benefit: Plan for Loss of a Spouse

In the event your spouse passes away before you, do you have a plan in place to preserve your nest egg? Paul Gaudio, Wealth Planning Strategist at Bryn Mawr Trust’s Princeton-based Wealth Specialty office, explained to Kiplinger’s Retirement Report the importance of adjusting your financial plan to account for the loss of one Social Security benefit.

To read the article, you may access Kiplinger’s website here.