Kathleen Stewart | Source | Wealth Strategist at BNY Mellon

Kathleen Stewart

Wealth Strategist at BNY Mellon and 6 other companies
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  • A short-term funding vehicle such as a home equity line of credit or investment credit line may fit nicely to resolve short-term cash needs without disrupting their investment strategy. Advisors should caution their clients not to focus too narrowly on the property settlement. Taking a balanced approach to long-term planning for the lifestyle she wants five or more years after divorce can assist female clients tremendously.

  • BNY Mellon has always operated as a fiduciary. But there’s definitely a recent trend throughout the broader industry toward the fiduciary standard.

  • The 4% rule was developed using historical data available over 20 years ago and is less relevant to data available now or looking forward.

Media
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  • article
    More Retirement Myths Debunked: Why ‘the 4% Rule’ Is Outdated
    Retirement savers who hold fast to assumptions like “the 4% rule” on withdrawal rates or that their taxes will fall after their career is over could be in for a surprise.
  • article
    How to Work With Female Spouses Through Divorce | WTOP
    To paraphrase Tolstoy, all happy couples are alike, but everyone’s divorce is hard in its own way. No one’s path through a divorce is the same, not even for the two halves of a former couple.
  • article
    BNY Mellon Microzine Articles – Zumobi Internal CMS
    This material is provided for illustrative/educational purposes only. This material is not intended to constitute legal, tax, investment or financial advice. Effort has been made to ensure that the material presented herein is accurate at the time of publication. However, this material is not intended to be a full and exhaustive explanation of the law in any area or of all of the tax, investment or financial options available. The information discussed herein may not be applicable to or appropriate for every investor and should be used only after consultation with professionals who have reviewed your specific situation. BNY Mellon Wealth Management conducts business through various operating subsidiaries of The Bank of New York Mellon Corporation. ©2016 The Bank of New York Mellon Corporation. All rights reserved.
Employment
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