"Living through a major life transition creates very strong emotions. Whether these emotions are positive or negative, there is nothing more dangerous to one’s financial well-being than making major money decisions when emotions are running high. However, you will likely need triage strategies for handling necessary financial decisions during your major transition. Although your circumstances are unique to you, women in transition face similar challenges.
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Jim Gebhardt and Matthew Grishman are Investment Advisor Representatives of and advisory services offered through Gebhardt Group, Inc., Registered Investment Advisers.
Jim Gebhardt is a Registered Representative of and securities offered through Brokers International Financial Services, LLC. Member SIPC. Brokers International Financial Services, LLC is not an affiliated company. The Registered Representatives and Investment Advisor Representatives associated with this website may discuss and/or transact securities business and/or offer financial advice only with the residents of the states they are licensed in.