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Tag: Suddenly Solo

Cents of Self
November 24, 2020
Gifting Money to Family

What You Need to Know Before Gifting Money to Family

As the pandemic continues, more retirees may feel compelled to help family members who find themselves in a difficult financial situation this year. Before you write a check, take a moment to think about four important considerations.

Article
September 2, 2020
3 Minutes to Assess Your Overall Financial Health

3 Minutes to Assess Your Overall Financial Health

This assessment helps to highlight potential financial strategies, identify needless risk, and capitalize on available opportunities to closely align your actions with your ideal future.

Article
August 12, 2020
Considering Divorce

Considering Divorce? How a Financial Advisor Can Help

If you’re considering divorce, you may want to take advantage of this time during COVID to do some research. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.

Cents of Self Featured
June 26, 2020
Women and Disability Coverage: It’s human nature to think: nothing will happen to me, I’m fine.

Women and Disability Coverage

You may be surprised that many women don’t have adequate disability coverage. Janet Petran talks about why disability coverage is especially important for women.

Article
December 27, 2018
Hand holding a looking glass

Are You Ready for the Unexpected? The Power of Financial Projections

Certain events in your life are happy and planned – graduations, getting that job, and having a child. Other significant events may be sudden and unexpected – disability, divorce, and […]