Consider longevity and healthcare costs.
Evaluate investment options for stability and growth.
Discuss estate planning and beneficiaries.
I don’t have long left, but my wife is 10 years younger. We have 7 figures, earning about 4.25% in CDs and I-Bonds. How do I plan for the next 5 years?
Strategic angle: Planning for the future with significant assets and a younger spouse requires careful financial strategies.