Corient’s Post

Becoming a #widow typically causes an emotional strain, but there are also #tax considerations that, if not planned for effectively, may also cause a #financial strain. We offer food for thought and provide practical strategies to consider now. https://ow.ly/BCOL50SzYmH

Many people choose to #downsize their home when they #retire, as it can make life easier while also unlocking additional cash. Consider a pledged #asset line if you need to downsize before being able to sell your primary residence. https://ow.ly/QWbL50SyN6C

Want to make the most of your #divorce settlement? From managing your #finances and your feelings to establishing your support systems and creating a new vision of the future, here are 10 tips to help you thrive after a divorce. https://ow.ly/qBIR50SyhMr

Happy Fourth of July! On this #IndependenceDay, we commemorate our freedom and those brave men and women who made it possible. Today, let’s celebrate our independence and the values that make our nation strong. We wish you a safe and joyful holiday!

How did the U.S. #economy fare in the first half of 2024? What might be ahead during this highly #volatile time? Read our mid-year #economicupdate to see how our experts make sense of recent events and to find out how the near future may unfold. https://ow.ly/sC9o50SsV74

#Retirement may look like one big vacation, but many retirees get bored or burned out caring for aging parents or chasing grandkids around. Here’s why #retirees still need to go on #vacation and some tips on how to do it right. https://ow.ly/xk5h50SsUsv

Is now the time to #sell your dental practice? With #privateequity firms snapping up #dentalpractices, you may feel tempted. But before you commit, here are three questions that can help make sure it’s the right decision at the right time for you. https://lnkd.in/emr-KgPP

What if your #vacation home got blown away – literally? Between extreme weather events, ongoing litigation, and insurer closures, #insuring a vacation home can be more expensive than ever. Here are some tips for protecting your #assets. https://ow.ly/hs0O50Sq6Pn

Life insurance can mitigate many #financial risks and help protect loved ones in the event of unforeseen circumstances. Don’t be caught unprepared. We explore four scenarios where having #lifeinsurance may make sense for your family. https://ow.ly/pw4b50SkkFC