Press Release

Working With Financially Independent Widows

June 26, 2022

KAR Managing Director Spuds Powell discusses his work with financially independent widows and how helping them feel comfortable & confident comes down to the ability to earn their trust.

Spuds follows a three-step process for getting his clients up to speed on taking charge of their financial affairs and provides a surviving spouse checklist to help manage financial obligations.

 

Learn about the steps he takes in Jeff Benjamin’s recent InvestmentNews profile: https://bit.ly/3OvGwjL

 

The information provided here should not be considered legal or tax advice and all investors should consult their legal and/or tax professional about the specifics of their own legal and tax situation to determine any proper course of action for them. KAR does not provide legal or tax advice and nothing herein should be construed as legal or tax advice, and information presented here may not be true or applicable for all legal and income tax situations. Tax laws can and frequently do change, and KAR does not undertake to update this should any changes occur. Past performance is no guarantee of future results.

 

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This information is being provided by Kayne Anderson Rudnick Investment Management, LLC (“KAR”) for illustrative purposes only. Information contained in this article is not intended by KAR to be interpreted as investment advice, a recommendation or solicitation to purchase securities, or a recommendation of a particular course of action and has not been updated since the date of the material, and KAR does not undertake to update the information presented should it change. This information is based on KAR’s opinions at the time of the publication of this material and are subject to change based on market activity. There is no guarantee that any forecasts made will come to pass. KAR makes no warranty as to the accuracy or reliability of the information contained herein. Past performance does not guarantee future results.

Past performance is no guarantee of future results.