Meredith is in her 70s and no longer working. As a business development professional in the aerospace industry, Meredith was the primary breadwinner in her family, but her husband historically managed their finances. When they divorced after retirement, most of their joint assets were in her IRA, though he had a small pension. They also fully owned two homes — the second one as a rental for additional income.
Meredith is in transition. Her advisor at Halbert Hargrove is a Certified Divorce Financial Analyst® and helped her reach her goal of completing the divorce with a fair settlement agreement. Now she’s helping Meredith evaluate her updated budget and financial plan and analyzing her tax situation given her newly single status.
The case studies are included for illustrative purposes only, to provide examples of the HH’s process, methodology and/or services. Any results portrayed in the case studies are not representative of all of the firm’s clients or the clients’ experiences. No portion of this presentation should be interpreted as a testimonial or endorsement of the firm’s investment advisory services. The information contained herein is based upon certain assumptions, theories and principles that do not completely or accurately reflect your specific circumstances. HH makes no representation as to whether investment in any security or strategy mentioned herein was profitable or would have been profitable for any person in the past. Different types of investments involve varying degrees of risk. Therefore, it should not be assumed that future performance of any specific investment or investment strategy will be profitable. There is no guarantee that the prevailing financial and economic conditions during the time frame of the case studies will continue. Past performance is no guarantee of future results.