Ask the Experts is a financial forum for education and advice as CNB’s experts answer your questions on financial topics that interest you.
The experts of this show featured Donna L. Cator, CFP®, CDFA®, Vice President, Wealth Advisor, and Margaret M. Whelehan, CDFA®, Vice President, Financial Advisor.
Broadcasted on May 29, 2021
For questions, feel free to contact Donna L. Cator at (585) 394-4260 x50623 or Margaret M. Whelehan at (585) 394-4260 x42129.
How to Protect Yourself Financially When Going Through a Divorce |
Audio Clip |
Part 1: The Benefits of Mediation and Understanding Your Complete Financial Picture |
|
Part 2: Honesty About Finances, Budgeting, and Considering the Impact of Taxes
|
|
Part 3: Evaluating Settlement Proposals, Negotiations, and Updating Documents
|
|
Part 4: Insurance and Developing Your Post-Divorce Financial Plan
|
|
Securities and insurance products are offered through Cetera Investment Services LLC, member FINRA/SIPC. Advisory services are offered through Cetera Investment Advisers LLC. Neither firm is affiliated with the financial institution where investment services are offered. Advisory services are only offered by Investment Adviser Representatives.
Investments are: *Not FDIC insured *May lose value *Not bank guaranteed *Not a deposit *Not insured by any federal government agency.