Clients who become single when they are over 50 have a number of unique financial planning issues. This situation may arise due to the death of a spouse or a divorce. Women in this age bracket have not always been heavily involved in financial planning with their former husbands, though this is changing. Clients who find themselves in this situation will need your help and expertise to plot a financial course going forward as a single person. In the gallery above are some issues that may arise.
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Year-end 2024 Tax Topics Checklist