Case Study: Recently Single

Melanie has to adjust to a new financial life and it’s been difficult since her divorce. How can she get control over her financial life? Melanie divorced her husband of 28 years when she was 53. Everything she was accustomed too changed and she needs help putting her new situation in perspective.

Her alimony income was set but she didn’t think it would be sufficient and she wasn’t sure how to arrange her investments to create more income safely. If Melanie called me, I would review her entire situation. She may be able to create more income from her investments. If that isn’t enough she may have to cut her spending too.

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This case study is for general information only. This is not intended to be used as the basis for decision-making. You should speak to a qualified professional before making any investment decisions.