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.
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.
We offer a wide range of financial services to help you achieve the lifestyle you want and the goals that matter to you. Our personal approach is devised to help meet your unique needs and priorities.
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4900 North Scottsdale Road, Suite 2600
Scottsdale, AZ 85251-7658
Salt Lake City Office
170 South Main Street, #825
Salt Lake City, UT 84101-1647