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.

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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? 

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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

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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

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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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Selling a Business vs. Developing an Exit Strategy

Sell the Business Develop an Exit Strategy > Advisor motives rule > Advisors are “transactional” > Goal is “sale of business” > Process includes “finding buyers” > Sales process at “mercy of market” > Outside party necessary for deal > Company is “shopped” > Negotiations center around “price” > Large advisory fees and taxes >

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Business Owners Need to Plan an Exit Strategy

70% of private business owners report that their business is their primary source of income; yet, only 20% of small businesses are successfully sold to an outside buyer. Over the next months, I plan to share some thoughts and disciplines around business plans for exit strategies, employee retention during ownership transition, selling your business to

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