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.