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Helping clients recover from midlife divorce: The key is navigating the emotional side of starting anew financially.
- Source :
- Journal of Accountancy; Jan2024, Vol. 237 Issue 1, p24-27, 4p
- Publication Year :
- 2024
-
Abstract
- The article outlines challenges financial advisers may encounter when helping clients recover from midlife divorce and offers guidance on working with these clients to engage in personal financial planning. It suggests financial advisers to be aware of the emotions of clients, avoid the temptation to correct or argue when money stories arise, assess the client's income, balance sheets and net worth statements, and choose the best course of action to help clients make informed decisions.
Details
- Language :
- English
- ISSN :
- 00218448
- Volume :
- 237
- Issue :
- 1
- Database :
- Complementary Index
- Journal :
- Journal of Accountancy
- Publication Type :
- Periodical
- Accession number :
- 174452270