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Starting Again After Death or Divorce

If you’re divorced or recently widowed, your previous financial decisions were built on a set of expectations and assumptions that have now changed. We can work with you to put new strategies into place.

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Life brings changes — and even though these events can have a significant impact on your lifestyle, they don’t have to derail your finances. Here are some tips to help you retain financial control through some life transitions.


  • Analyze your financial picture. Assess your income and expenses. Will you have enough to support yourself, your family, and your lifestyle?


  • Review benefits. You may have life, health, and disability insurance policies. Make sure you have the appropriate coverage after a life event.


  • Update your beneficiaries and your will. Review your insurance policies, retirement accounts, and other investment accounts.


  • Organize your important financial documents. Keep key documents together for easy accessibility and safekeeping.


  • Plan for taxes. Understand the tax consequences that might arise after a life event.


  • Don’t be afraid to ask for help. Meet with professional advisors. Managing your finances through any major life event can be easier with the help of trusted advisors. These may include a financial advisor, estate planning attorney, and tax accountant.


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