Women in Transition

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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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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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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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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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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