There are many questions and unknowns during a divorce. Not every change is easy, and a financial planner can help you gain confidence in your ability to face difficult decisions and work through them.
When is the best time to sell your stock options now that your company has gone public? The answer depends on a number of planning questions, including your long-term goals, tax implications, and the diversification of your current portfolio.
Inherited assets can be emotionally charged. Having a concrete plan crafted by a trusted financial planner can provide common ground for families dealing with the responsibility of stewarding assets.