WIDOWED OR DIVORCED

WIDOWED OR DIVORCED

The loss of a spouse or a divorce, though very different life events, have similar financial challenges. If you have experienced the loss of a spouse or a divorce, your first instinct may be to quickly restructure your life and work through important financial decisions. And with good motives, there are many things that need to be done.

So, having a way to think through these things and allowing yourself enough time to make important decisions is critical. You don’t want to be kicking yourself a year or two from now wishing you would have done things a little different.

If this is where you are, then you are in the right place! We have a lot of experience helping people just like you get their financial life back on track and running on autopilot. Whether you have very little or a whole lot to work through, there’s much you can do to make the best of your situation. If you are like most people then I am sure you want to cover your bases and make sure you have thought of everything before you move forward.

SOME OF YOUR THOUGHTS MAY BE:

  • How much do I need to live on and where will the money come from?
  • Will I have enough money?
  • What do I do with retirement accounts – Do I leave them where they are or do I move and consolidate them?
  • How will this impact social security or a pension?
  • Do I stay in the house I am in or do I move?

WE CAN HELP YOU WITH ALL OF THESE THINGS.

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This is intended for informational purposes only. It is not intended to be used as the sole basis for financial decisions, nor should it be construed as advice designed to meet the particular needs of an individual’s situation. Our firm is not permitted to offer, and no statement made on this site shall constitute tax or legal advice. Our firm is not affiliated with or endorsed by the U.S. Government or any governmental agency. The information and opinions contained here in provided by third parties have been obtained from sources believed to be reliable, but accuracy and completeness cannot be guaranteed by our firm. Any media logos and/or trademarks contained herein are the property of their respective owners and no endorsement by those owners of Brian Skrobonja is stated or implied. The awards, accolades and appearances are not representative of any one client’s experience and is not indicative of future performance. Each of these awards have set criteria for their nominations and eligibility requirements. “Best Wealth Managers” and “Future 50 Company” are annual surveys conducted by Small Business Monthly. The winner is chosen by an online vote of the general public and no specific criteria is utilized to determine the winner other than number of votes. Some voters may not be clients of Brian Skrobonja and Skrobonja Financial Group. These awards are not representative of any one client’s experience and is not indicative of future performance.

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