Trimble Wealth Advisors

Investing for Women

Change happens. And whether we carefully plan for these changes, or we are taken by surprise by change, it's how we react to those changes that help dictate if they will ultimately be to our advantage. Whether it's a sudden inheritance, or a divorce settlement that is higher than anticipated, deciding what to do with an unexpected sum of money should happen after emotions have been processed.

This guide explains how women are especially poised to succeed with investing and how to work through the emotions involved in experiencing big life changes to start investing. The guide features important information on:

  • The Importance of Processing Emotions
  • Divorce Settlement Considerations
  • Trust Recipient Considerations
  • Inheritance Considerations
  • Special Considerations for Widows
  • Business Sale Considerations
  • Important Considerations for Investing After Any Life Change
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