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When You Lose a Loved One, Your Retirement Plan Deserves Extra Care

By Sara Clarke February 02, 2026 Investopedia

If a spouse passes away before their partner, average annual income can decrease by $5,500, requiring a reassessment of savings income, Social Security and retirement withdrawal strategies. After a loss, working with a CFP® professional, found through CFP Board's Let’s Make A Plan website, can help with staying on track financially and provide peace of mind during a difficult transition.

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Investopedia
Sara Clarke
February 2, 2026