While women live on average 5 years longer than men, this reality doesn’t lessen the shock of losing a partner and continuing on without them. Having a financial advisor in your corner can help clarify and simplify the overwhelming changes the loss of a loved one can bring.
Recently divorced, you may start to envision a life for yourself that you never had before- filled with fresh opportunities for growth. That said, it is common for feelings of worry to accompany these new plans, especially when you may be facing a reduced income level. As you start this new journey, be sure to consider your finances in light of your changing circumstances.
Corporate Executive and Small Business Owner
Career-focused women understand that planning is key to running a successful business. The same can be said for your financial future. An advisor can help you prioritize what’s important when it feels like there are thousands of tasks on your plate. That way, you can have more time to focus on what matters to you.
As you are looking forward to retirement, or are already enjoying your life as a retiree, it is exciting to think about spending more time with family and doing activities you truly love. Meanwhile, there might be elderly parents to care for or college educations to fund. This makes it all the more important to take an active role in your retirement strategy by bringing in a trusted advisor.