Steph is responsible for leading the firm’s advisory practice for women and oversees its Elevating Women platform. Over the years, she has developed a specialized expertise in utilizing financial strategies and empowering women with the resources to become effective stewards of their wealth. Steph has also worked extensively with women across the country to help them address the financial impact of widowhood, secure equitable settlements in marriage dissolutions, and establish a solid foundation for their next chapter.
Signing the divorce decree isn't enough to get your ex out of your life. Here's why your finances may feel the pain long after your spouse has packed up and left.
For retirement accounts, the beneficiary designation trumps the will.