A Note from Marguerita Cheng, CFP® Pro — I invite you to tune in for this week’s episode of my podcast and video show, Margaritas with Marguerita, where for 15 minutes, we learn from industry experts how to flex our financial muscles live on Facebook.
Today’s Topic: Estate planning and elder care, gray divorce
With rising rates of “gray divorce,” and last year’s #FreeBritney movement, many people are wondering about their own estate plans and what aging could mean for their financial plans.
Rita asks Kelly:
- What is gray divorce and how is it different than a typical divorce?
- You had been a single mother to three children, then made a midlife career change to become a lawyer and just out of law school, did work as guardian ad litem. What lessons did you from learn these experiences that you use in your work as a financial advisor now?
- What are some of the mistakes you think women make when it comes to their money?
- As women age what should they be thinking about as part of their financial plan?
- Can women plan for long-term care needs for others and themselves?
About our Guest: As Senior Vice President, Wealth Sales Team Lead, Kelly develops long-term relationships and provides comprehensive fiduciary solutions to her clients. She oversees and manages a knowledgeable team of wealth professionals in the Racine and Kenosha area. Kelly is dedicated to working with you to ensure your financial goals meet your expectations. Her experience includes:
- B.A. and M.A. from Marquette University and J.D. from the University of Wisconsin Law School
- Joined Johnson Bank in 2014 with a diverse professional background specializing in family law and estate planning
- Served as an attorney, operated her own law firm, and had a judicial appointment as guardian ad litem for Racine County
- Served as an executive in the telecommunications industry for more than 20 years
Learn more at JohnsonFinancialGroup.com.
Discover more about Marguerita Cheng, CFP® Pro: MargueritaCheng.com