Sound Advice

The firm has published two white papers with wealth management do’s and don'ts. Many years of working with women who face life-changing events such as divorce or the impending death of a spouse makes us very familiar with the common issues and emotions women face during times of great change.

Wealth Planning For Divorced Women
Divorce is a unique and very personal experience, but as a divorcee, the emotional turmoil you're experiencing and the issues you're confronting are normal steps toward creating a new life for yourself.

While you may find it difficult to focus on daily decisions—let alone difficult financial questions—addressing some of the big issues today will lead to a more secure future that offers more options . >>> more

Wealth Planning For Recent Widows
Each person's experience of loss is unique, but the emotional turbulence you're experiencing—and the issues you're confronting—comes as a natural part of grieving. as difficult as this period may be, you can emerge with a new, invigorated life.

Resolving financial stress removes one major roadblock to healing. You don't need to fix all financial issues immediately. You can—and should—postpone certain decisions for a year or so. Others, however, do require immediate attention, as they can have a direct impact on the size of your nest egg. The first step is to categorize your financial issues in terms of how soon you need to resolve them. >>> more