Tag: Suddenly Solo
Financial Stability in Widowhood
Although planning for the death of a spouse is unpleasant, the possibility of losing considerable income because your spouse passes away can be just as unpleasant. Proactive planning can help ease some of that strain.
Single, Successful, and Satisfied: Financial Planning for One
Living your best life as a single person does require some special considerations when it comes to finances. Without a partner to rely on, it’s important to have your assets and your safety net to mitigate risk and give yourself peace of mind.
Unexpectedly Solo [On-Demand Webinar]
Through divorce, widowhood, or later marriages, many will need to manage their finances on their own at some point in their lives. This webinar can help you prepare for the unexpected and help you progress along the road to financial peace of mind.
What You Need to Know Before Gifting Money to Family
The last two years of COVID have been tough on many families, and parents and retirees may feel compelled to help family members who have recently suffered economic consequences. Keep these considerations in mind before writing a check.
Considering Divorce? How a Financial Advisor Can Help
Overall, the rate of divorces in America is falling, but it’s increasing among couples age 50 and over. The divorce process has many moving parts, and you’ll want to consider working with a team of professionals.
An Estate Plan for Every Stage of a Woman’s Life
Financial advisor Janet Petran provides a helpful overview of how a well-executed estate plan can support women as they transition through different life stages.
Suddenly Single [On-Demand Webinar]
Through a combination of divorce and widowhood, almost 90% of women end up managing their finances alone at some point in their lives. This hour-long educational webinar will provide several tips to help you face the future with confidence.
No matter how well you plan for the future, becoming suddenly single is not only emotionally challenging, but often financially challenging as well. Through a combination of divorce and widowhood, almost 90% of women will end up managing their finances alone at some point in their lives. Regardless of your marital status, there are steps you can take to help you find peace of mind.
Finally Divorced? Don’t Forget These Critically Important Steps
After your divorce decree is in hand, there are still several critically important steps you need to take to secure your financial future. Financial advisor Allison Alexander outlines several steps to consider and provides a post-divorce checklist in her recent blog post.
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.
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.
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 […]