Certified Financial Planner Board of Standards Inc.
02/02/2026 | Press release | Archived content
When You Lose a Loved One, Your Retirement Plan Deserves Extra Care
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.
InvestopediaSara Clarke February 2, 2026
Certified Financial Planner Board of Standards Inc. published this content on February 02, 2026, and is solely responsible for the information contained herein. Distributed via Public Technologies (PUBT), unedited and unaltered, on February 13, 2026 at 18:47 UTC. If you believe the information included in the content is inaccurate or outdated and requires editing or removal, please contact us at [email protected]