Strategies For Protecting Threatened Wealth

Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune to divorce and the largest increase (55%) is in first time marriages of over 20 years. With transition and the uncertainty… Read More

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

While it's common for one partner to handle most money decisions in a marriage, it's important for planners to make sure to listen to both. It's not uncommon for couples to split up their household duties, with the more money-savvy partner handling the finances. But financial planners say cases where one spouse completely dominates discussions about money and investments while… Read More

Need More Help?

Resources
Contact Us

Call: 203-622-4911 / 203-393-7200

2 Greenwich Office Park 
Building 2 West, Suite 300
Greenwich, CT 06831
Offices in CT, NYC and Westchester

Back to Top