Financial Clarity for Women in Transition

When significant changes hit your life, it usually involves complicated financial details. Women who find themselves in such circumstances are often faced with weighty financial decisions that will affect their future and the future of their families.  

With the guidance of a financial professional, you can avoid potentially crippling financial mistakes. 

Women need to be able to rely on a team of financial and legal professionals who will provide much-needed guidance through transitions like these. All too often, thousands of dollars can be lost by not addressing the investment and tax consequences of various legal decisions.  

As Certified Financial PlannerTM Professionals (CFP®) and Certified Divorce Financial Analysts (CDFA®), we are uniquely qualified to work with women in transition and provide the necessary support.

At Stonebridge, we are committed to helping women demystify the financial complexities that accompany significant transitions in life. Working together, we will develop a plan that fits your life and gives you financial freedom and confidence going forward.

Typical questions that arise:

  1. You receive the house in a divorce settlement but who gets the mortgage interest deduction on their taxes? 

  2. You may receive the investment account but will you have to pay taxes on it next year while what your former spouse received has no tax consequences? 

  3. As a young widow is there a way to pull money out of your husband's IRA without penalties if you need the cash? 

These and many other questions need to be addressed. Click here to see an example of a Divorce Action Plan.

This information is for educational purposes only. It is not intended to provide, and should not be relied on for, any tax, legal or investment advice. Please consult with your tax, legal or financial advisor prior to making any decision based on any specific information contained herein.