As a Certified Divorce Financial Analyst (CDFA®), I spend a great deal of my time helping individuals navigate the financial implications of divorce. Today I want to share a case study of how I helped one client find financial clarity and confidence after her divorce.
If you’ve found yourself with an unexpected windfall, you may be wondering what you should do with it. Here are 5 smart moves you can take today to set you (and your newfound wealth) up for success.
At JGP Wealth Management, we specialize in providing wealth management solutions to high-net-worth families, including business owners, Nike executives, and pre-retirees. We help our clients address their financial concerns and build upon their unique strengths so they can confidently live the life they want—because helping you live your dreams is what we do best.
To say that our world seems chaotic and upside down these days would be an understatement. And while there’s not much we can do about international turmoil, politics, or COVID-19 variants, there is something incredibly important that we do have control over: our security online!
With a world of information at our fingertips, we can find reviews, product specifications, and more details than we’ll ever need about anything we want to buy. In other words, before making a major purchase, we can arm ourselves with information to make the best choice possible.
As a financial advisor, one common question I get asked is, “How much money do I need to retire comfortably?” Unfortunately, personal finance is…well, personal. There’s no one-size-fits-all answer to how much you should save. Instead, you should let these questions be your guide when figuring out how much money you need for retirement.