Joan and Bob were high school sweethearts and married for over 35 years.
They had two children and 3 grandchildren.
Their bucket list included paying for a family trip to Europe within the first 2 years of retirement.
Unfortunately, Bob passed away unexpectedly, and Joan was left to navigate retirement planning on her own. Bob had a life insurance policy that was enough to pay off the balance of the mortgage, but would it all be enough?
Widows are often concerned about more than just investments and how to handle life insurance proceeds. Many would like help with their entire financial picture, especially Social Security and taxes.
Note: The above is hypothetical and does not involve an actual Blake Wealth Management client. No portion of the content should be construed by a client or prospective client as a guarantee that he/she will experience the same or certain level of results or satisfaction if Blake Wealth Management is engaged to provide investment advisory services.
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