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Feb 10, 2022

In this week’s episode, we are continuing the discussion on the unfortunate circumstances of a spouse passing away. A myriad of financial decisions need to be made during an already difficult time, and it’s important to understand the implications of many of those decisions. Last week, we talked about the step-up in...


Feb 2, 2022

The death of a spouse is never something easy to handle. Not only is one facing extreme grief and sorrow, but there are also a plethora of financial decisions to make and tax implications to consider. In this week’s episode of the Fiscal Blueprint podcast, your host & financial coach Jeff Montgomery discusses how the...