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Widowed or Divorced

For widows and divorcees, managing your finances can often be a new experience.  From alimony or child support to Social Security Benefits, there are so many moving parts that it is often hard to determine how to move forward. That’s where we can help.  As your trusted Financial Advisors, we can help you successfully manage your own finances. We understand that you need independent, non-partial advice and assistance in all areas of your financial life.

Do you find yourself asking these questions?

  • What income and assets am I entitled to from my deceased or divorced spouse?
  • How much income do I need to maintain my lifestyle?
  • Am I saving enough? Am I spending too much money?
  • What is the tax implication of my alimony or child support?
  • How should my money be invested?
  • Do I have any additional tax liabilities due to the divorce/death of spouse?
  • How will the divorce/death of spouse affect my Social Security Income?
  • Should I start/stop contributing to my 401k/403b/IRA?
  • Do I have enough/the right type of Life Insurance?
  • How would I pay my bills if I became disabled and can’t work?

We can help.  Call us today or schedule an appointment online.