Jun 30, 2022
Divorce over age 50, also known as the Gray Divorce, is an unfortunate reality for many people. My guest, Heather Locus, Wealth Manager and head of the Divorce Practice Group of BDF, LLC in Chicago, is a nationally-renowned expert in helping women and men navigate the financial and personal impact of divorce.
In the podcast today, we will talk about:
- Heather’s personal story and she came to focus on helping those through the divorce process
- The trend of Gray Divorce
- Steps one can take before making that decision
- The differences between divorce over age 50 and under 50
- What a successful divorce process looks like in retirement
- How people can move forward from divorce in this stage of their lives.
To subscribe to our monthly email newsletter, The Retiring Well Connection, and to download your free copy of The Elements of Retirement self-assessment, visit us at https://www.brightworth.com/retiringwell.
We will answer listener questions on a future episode of the show. If you have a question for us to tackle, please email us at retiringwell@brightworth.com.
Bios and contact information for today's guest can be found here:
Click here to read Heather's Forbes article on Gray Divorce: Gray Divorce article on Forbes
Disclaimer: No representation is being made that any strategy shown will or is likely to achieve results similar to those shown in this presentation. BDF does not provide legal, tax, insurance, social security or accounting advice. Clients of BDF should obtain their own independent tax, insurance and legal advice based on their particular circumstances. The information herein is provided solely to educate on a variety of topics, including wealth planning, tax considerations, insurance, estate, gift and philanthropic planning. Past performance may not be indicative of future results. Different types of investments involve varying degrees of risk. Future performance of any investment or wealth management strategy, including those recommended by Balasa Dinverno Foltz LLC (BDF), may not be profitable, suitable for you, prove successful or equal historical indices. Historical indices do not reflect the deduction of transaction, custodial or investment management fees, which would diminish results. Any historical index performance figures are for comparison purposes only and client account holdings will not directly correspond to any such data. BDF clients must, in writing, advise BDF of personal, financial or investment objective changes and any restrictions desired on BDF’s services so that BDF may re-evaluate its previous recommendations and adjust its investment advisory services. BDF’s current written disclosure statement discussing advisory services and fees is available for review at www.BDFLLC.com or upon request.