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Divorced Or Widowed

A long and happy retirement is on most everyone’s wish list. Understanding the challenges you’ll face on your path to retirement is an important step in taking control of your financial future, and that’s where we can help.

Life is full of unexpected situations like divorce or the untimely death of a spouse. During difficult times Stefanski Holmes Wealth Management is here to help you.

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 pursue your goals.
  • Identifying accounts that need to be re-titled.
  • Reviewing your account beneficiaries and making updates if needed.