An investment planning discussion for divorce and widowhood with BNY Mellon Wealth Management

Divorce or the passing of a spouse can be the most significant life-changing events one can face, along with the added financial challenges presented after these events. In this episode, Barnes Wendling Director Mike Pappas and Client Strategist at BNY Mellon Wealth Management Amy Vegh share their investment insights for divorce and widowhood, along with addressing the following questions: 

  • What are some of the financial hardships one can face after a major life-changing event? 
  • What steps can be taken to ensure an easier transition where personal finances are involved? 
  • What options should you consider to increase income? 
  • What should you look for in a wealth manager?

View Transcript Here 

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