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Divorced or Widowed

The realization of being single again can be emotionally draining.  The last thing you want to do is think about your finances, but it’s an important issue that you can’t afford to overlook.

When major life changes occur, we can provide guidance in a number of ways, including:

  • Working in conjunction with your other professional advisors such as your attorney and CPA.
  • Assisting you with creating a new budget.
  • Establishing your new financial goals.
  • Making sure your assets are positioned to help you achieve your goals.
  • Identifying accounts that need to be re-titled.
  • Reviewing your account beneficiaries and making updates if needed.

Life is full of unexpected situations like divorce or the untimely death of a spouse. No one can ever be fully prepared to deal with the feelings of grief, anger, and sadness that follow—and few are prepared to face life alone. During difficult times Swain Financial is here to help you.