HUNTSVILLE, Ala. (TENNESSEE VALLEY LIVING) - Last week, WG Financial Group’s Lead Financial Advisor Emily Mason (CFP®, CPWA) discussed Social Security and how timing can impact your overall retirement plan– especially when it comes to protecting a surviving spouse.
This time around, she’s diving deeper into the topic by explaining what a Widow’s Penalty is and how to navigate it depending on your financial situation.
Watch the full video for Mason’s breakdown of the subject.
You can contact WG Financial for consultations and learn more about their services by visiting their website, linked here.
For a Discovery Session with Emily Mason, please call 256-937-2010.
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