Uncategorized

7 Considerations When Managing a Financial Windfall

Financial plans tend to change when a client receives an inheritance or some sort of financial windfall. It could be the sale of a business or maybe a substantial signing bonus at a new job. More commonly, it’s an inheritance from a loved one. New considerations come with new wealth. In some ways, the newfound… Continue reading 7 Considerations When Managing a Financial Windfall

Uncategorized

The Solo Journey After the Loss of a Spouse

The aftermath of a loved one’s death is an extremely difficult period. The grief journey takes time. In my short 12-year career I’ve already received that unfortunate phone call more times than I care to count and cannot imagine having to be the one that makes that call. In my position, the goal is to… Continue reading The Solo Journey After the Loss of a Spouse

Retirement Planning

Starting the Planning Process Over Again: Marriage and Divorce

The marriage and divorce statistics make money issues between partners more complicated today than they have ever been before. Looking back in time, it used to be that most assets were jointly owned, there was often only one income for the family, divorce was rare, and estate planning by spouses generally consisted of simple wills that… Continue reading Starting the Planning Process Over Again: Marriage and Divorce