When a marriage ends, your finances most likely will be impacted. Whether it’s a decision made over a long period of time, or more suddenly, there are a few financial considerations you will need to make. This podcast explores takeaways to keep in mind during the preparation, process, and recovery stages of divorce.
Wealth Management by CommunityAmerica Wealth Advisor, Taylor Ahern, and CommunityAmerica Financial Well-Being Coach, Ryan Steitz, discuss financial strategies, budgeting and smart investing habits to consider when getting divorced. Listen in to the Community Conversation podcast at the link below.
As a Financial Well-Being Coach, Ryan understands the positive impact of financial literacy, which is why he thoroughly enjoys helping members set and achieve their life financial goals.
My commitment as a CommunityAmerica Wealth Advisor is to understand what is most important to you so we can design a customized financial plan to help you reach your specific goals.
Securities and advisory services offered through Copper Financial Network, LLC (“Copper Financial”), a broker-dealer and SEC registered investment adviser. Member FINRA/SIPC. Copper Financial is a wholly-owned subsidiary of CommunityAmerica Credit Union (“CommunityAmerica”) and makes non-deposit investment products and services available to its members. Representatives are registered with Copper Financial. CommunityAmerica and Wealth Management by CommunityAmerica are not broker-dealers or investment advisers. For important disclosures from Copper Financial please visit here.
Copper Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed.
Link to the Copper Financial Customer Relationship Summary.
Investment and insurance products offered through Copper Financial:
Are Not Deposits
Are Not NCUA or otherwise Federally Insured
Are Not Obligations of or Guaranteed by the Credit Union
May Lose Value
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