Press Release

Surviving Spouses Pose Tricky Relationships for Advisors

August 16, 2021

“Losing a spouse unexpectedly is every significant other’s worst nightmare. One minute you’re happily married, the next you’re emotionally and financially independent.” S. Powell

Spuds connected with Jeff Stimpson of Financial Advisor Magazine to discuss the hardships that come with being financially independent following the loss of a spouse and how he tries to step in as his client’s confidant and advocates for their interests.  Click here to read Spuds’ full quote: https://bit.ly/3CTl0QD

 

Learn more about our Wealth Advisory Services and contact Spuds today.

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance does not guarantee future results.

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