Women in Transition

What Women Shouldn't Retire Without

A Practical Financial Checklist for the Future

When our parents retired, living to 75 amounted to a nice long life, and Social Security was often supplemented by a pension. The Social Security Administration estimates that today’s average 65-year-old female will live to age 86.6. Given these projections, it appears that a retirement of 20 years or longer might be in your future.1,2

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A Retirement Gender Gap

Why a middle-class woman may end up less ready to retire than a middle-class man.

What is the retirement outlook for the average fifty-something working woman? As a generalization, less sunny than that of a man in her age group.

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Bag Lady Syndrome

You must avoid it. Think about tomorrow, not just today.

No woman wants to end up a “bag lady” – impoverished, out of options, left to fend for herself on the streets. Only a tiny percentage of women from affluent households will experience this retirement nightmare, but that does not mean the risk should be dismissed.

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The Risk of Being a Suddenly Single Woman

Contending with the possibility of widowhood...

On average, women outlive their husbands. According to the Social Security Administration’s estimate, the average 65-year-old woman will outlive the average 65-year-old man by more than two years, dying at age 86½. Averages aside, it also estimates that about a quarter of today’s 65-year-olds will live into their nineties. Around 10% will live to age 95 or beyond.1

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Plans Change

When your marital status changes, your goals and plans change too.  It may be the first time in a long time when you get to plan around exactly what you want.  When that happens, it is time to revisit your investment strategy.  Are you on the right track or has the divorce derailed your plans?  Our team is here to help you determine what investments are best suited to get you or keep you on track to achieving your new goals. 

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Your Children’s Future

If your divorce involved minor children, planning gets more difficult.  You will obviously be concerned about their college goals and financial future as well as your own. Our professionals will advise you on the best ways to work with your assets and plan so no goal gets forgotten.

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Tax Management for the Recently Single

As your marital status changes, so does your tax status.  Without proper planning, you could unknowingly end up paying more in taxes when you start filing single as opposed to married.  Working with a team that can plan around this can save you in both money and headaches.  This can be especially important if you own your own business.

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Retirement Planning for the Newly Single

After a divorce, the plans for retirement are apt to change. It is a well-known fact that women have a longer average life expectancy than men by five to seven years. Living longer with half the resources can be very scary.  It is a smart move to talk with a trusted professional about the impact of the divorce on your retirement plans as soon as possible.  Our financial team will discuss your options and help you make the adjustments necessary so that you can focus on the more immediate issues, like starting fresh.

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Divorce Changes Everything

Whether the process was amicable or riddled with conflict, the financial effects of the marital split can have a long term impact. Our financial professionals are available to help you meet each of these potential challenges and make sure your fresh start gets off on the right track. 

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Our Core Values

Family

Celebrating life’s biggest moments. Weathering life’s biggest storms. In every facet of your financial life, the Questmont family protects and supports YOUR family.

Authenticity

At Questmont we strive to be true to our character, our own spirit, focusing on that which makes us unique, both in our own eyes and those of our clients. The Questmont experience may not be for everyone, but it will only be felt here.

Creativity

The depth of our understanding of financial tools and techniques allows us to develop cutting-edge services that typically require multiple firms to experience. The result – a bespoke blueprint drawn to protect your vision of the future.

Empowerment

Don’t come here to buy; we’re not here to sell. Our Consultative Process informs and educates our clients, enabling them to consider the facts, draw their own conclusions, and make informed decisions about some of life’s biggest quandaries. That’s Questmont.

Isn’t Your Family’s Financial Strength Worth a Second Look?

second-opinion-icon

Is there anything more important than your family's future? And knowing you’re on the right path to get them there?

But when was the last time you checked to see if the path you're on is the right one for you now?

Maybe it's time for a professional Second Opinion.

Click below to learn more about Questmont's FREE Second Opinion Service. Because knowing is strength.

CLICK HERE TO LEARN MORE