When you experience the loss of a partner, decision-making can become difficult, if not impossible. A partner’s death unleashes a deluge of financial tasks, and you may feel uncertain about which ones need your attention now and which ones can wait. This can be especially trying if you were not the one managing the household finances. Questions abound, such as:

  • Am I going to be OK financially?

  • How do I transfer my loved one’s assets to my name?

  • Do I need to make changes to my investment portfolio?

  • Should I take the Social Security widow’s benefit or defer?

Our team is here to support you during this period of loss and rebuilding. As financial planners, investment managers, and CPAs, we are dedicated to helping you make smart financial choices, and as fiduciaries, we put your best interest first. You will receive wealth management services to help:

  • Bring clarity to your financial path forward

  • Build an adaptable cash flow plan

  • Organize your finances so you have peace of mind about your future

  • Review and revise your investment portfolio as needed

You will receive a relationship with an expert team that includes professionals with the CPA and CFP® designations who are dedicated to supporting you through your time of need and onward. When you partner with us, you can feel safe turning to us. We’re here to:

  • Address your most pressing needs

  • Help you regain stability

  • Provide the financial support to rebuild with confidence

RECENT BLOGS

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Mastering the Money Talk: Navigating Finances with Your Partner in the Countdown to Retirement

In the countdown to retirement, you and your spouse must be walking in stride as you check the boxes on your retirement to-do list. When retirement is in your 5 to 10-year plan, it’s time to get serious, and we’re here to help you and your partner align on a plan that suits your goals.

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Retirement Account Contribution Limits Are on the Rise — See Where They Sit in 2024
Retirement Account Contribution Limits Are on the Rise — See Where They Sit in 2024

You may want to bookmark this blog. We’re talking about retirement account contribution limits — and what you read today can help you outline the big goals you have for bumping up your retirement savings efforts in 2024. As the year unfolds, check back to monitor your progress. If you fall off the savings train — revisiting your goals is a great way to regain the momentum you started the year off with. 

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5 Tools for Estate Planning
5 Tools for Estate Planning

Estate planning is a broad term that encompasses assuring all of your affairs are in order should something happen to you. There are various planning mechanisms that can make up your estate plan. The goal is to help ensure your assets are transferred per your wishes, your finances are managed if you become incapacitated, tax considerations are made, and your plan reduces stress on loved ones who will step in and manage your estate.

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