First Divorce, Then Lawsuit: After a harrowing year, I know something about helping clients in duress chart a course toward financial health

After working as an institutional equity salesperson and financial advisor, as well as saving for 21 years, and being married for five, I handed over a third of my net worth to my ex-husband. While enduring the divorce process, I found myself in a waiting area at the Children's Hospital of Pitt...

Ausführliche Beschreibung

Gespeichert in:
Bibliographische Detailangaben
Veröffentlicht in:Financial planning (Atlanta, Ga.) Ga.), 2019-09, Vol.49 (9), p.56
1. Verfasser: Reese, Sharon
Format: Magazinearticle
Sprache:eng
Schlagworte:
Online-Zugang:Volltext
Tags: Tag hinzufügen
Keine Tags, Fügen Sie den ersten Tag hinzu!
Beschreibung
Zusammenfassung:After working as an institutional equity salesperson and financial advisor, as well as saving for 21 years, and being married for five, I handed over a third of my net worth to my ex-husband. While enduring the divorce process, I found myself in a waiting area at the Children's Hospital of Pittsburgh, where I had taken taking my then- 5-year-old son for therapy to manage this major change. When I meet clients, we talk about life first - and what's important - not portfolio strategy or retirement income.
ISSN:0746-7915