Preparing For Retirement


… In Retirement


… Widowed or Divorced

 

 
 

Losing your spouse or partner. What do you do next?

Widows face a unique set of financial challenges.

   

Whatever their age, widows can be facing a sudden influx of money, a sudden change in income, a sudden responsibility for their investments and all financial decisions, a lifetime ahead to make the money last, and an uncertain future, at least temporarily.

 

Therese has a particular interest in working with widows, and helping them with the hard work of building their financial security, making adjustments to their new circumstances, and becoming an informed investor.