Financial Triage for the Suddenly Single

Here are the first steps to take when you’re picking up the pieces.

(Image credit: © lolostock.com)

When you become solely in charge of your financial future by death or divorce, the decisions you face likely seem overwhelming. The flood of emotions you experience may affect your decision-making capabilities, no matter how strong or independent you were as a partner.

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Ali Swofford, PhD, CLU, ChFC
Founding partner, Prosperity Partners Wealth Management

Aleen M. (Ali) Swofford, PhD, CLU, ChFC, is a founding partner of Prosperity Partners Wealth Management, takes her 33 years of planning, investment and client-partner leadership experience and focuses on creative tax-advantaged solutions designed specifically for each client's unique financial situation. Ali specializes in solving problems and minimizing risks for retirement focused clients so they may concentrate on living, loving, and creating a legacy. What some may view as work is truly Ali's passion.