Could Your Spouse Survive Financially Without You?
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Get the Surviving Spouse Financial Readiness Checklist and find out where the gaps are — before a crisis forces the answer.

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Get Instant Access to the Checklists!

🎁 Download the Surviving Spouse Financial Readiness Checklist — Free

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Most couples plan for retirement together. Very few plan for what happens when one spouse is left to manage it alone.

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When a spouse dies, the surviving partner often faces:

✅ A 30–50% drop in Social Security income

✅ A sudden jump into higher tax brackets — even on less income

✅ Medicare premium surcharges that didn't apply when filing jointly

✅ Urgent decisions about pensions, retirement accounts, and estate matters

✅ The emotional weight of making financial decisions while grieving

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This free 7-step checklist walks you through the areas most couples overlook — so you can identify the gaps now, while you still have time to close them.

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What’s Inside?

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✓ A practical 7-step checklist to evaluate whether your plan protects the surviving spouse

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✓ Key questions to answer about Social Security survivor benefits, pensions, and income gaps

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✓ How to spot the widow's tax penalty before it costs you thousands per year

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✓ What to check on Medicare premiums, beneficiary designations, and estate documents

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💡 Know where you stand — and what to do about it.

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