Social Security’s rules for collecting benefits are complicated. Benefits for widows are calculated differently than traditional retirement benefits, so you need to be aware of a few key rules and strategies.

Life can feel out of control during the divorce process and it’s natural to have an emotional reaction that drives you to keep the marital home. Don’t forget to pause and consider the details before finalizing your divorce settlement.

The loss of a loved one can be devastating, and there is no easy way through it. Everyone grieves and heals at their own pace, in their own way. Some will look inward for the strength to make it through, and some will reach out for support.

If you are recently divorced but have not yet updated your will and estate plan, now is a great time to revisit those important documents.

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.

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.

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.

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.

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.

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.

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 premature death. We call these “life’s critical events.” They happen to each of us, albeit not at the same time or in the same magnitude, […]