Financial Guides: Life Transitions


2024 Divorce Financial Planning Checklist

What issues should you consider if you are going through a divorce? Click below to download our divorce planning checklist. Don’t worry; we are not gathering your information for this guide, as we know this topic is sensitive.


An Investor’s Guide to the Sandwich Generation – tips for caring for your aging parents

The sandwich generation guide is meant to help those of you taking care of your parents while still raising your children. Deciding the best way to care for your aging parents is a huge decision. In this guide, we address the common feelings of guilt, setting boundaries, a caregiving checklist, a list of all the documents you will need access to (from financial to health care), and different care and insurance options for you to consider.

A Guide to Stewarding Your Inheritance

You received an inheritance. Now what? Did you recently receive an inheritance, and you don’t know what to do with the money? The first step is to take a breath and resist the temptation to make impulsive decisions. This is an exciting gift you have been given, and you want to steward it well. You will want to consider your financial goals, both short-term and long-term. To learn how to steward your inheritance well, download our free guide.

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What issues should you consider if your spouse passes away?

We realize that the loss of a spouse can be so difficult and you need time to grieve. The grieving process can make it difficult to deal with the long list of to-dos, especially alone. When it comes to finances, you might not have been the one to handle the money decisions. This could make the list of to-dos seem even more overwhelming. We wanted to provide a list of things to consider that could be helpful to you at this time. You can download the free checklist below.


Disclosure: Goodwin Investment Advisory, LLC is an SEC registered Investment Adviser. The Google ratings, client satisfaction ratings and reference on The Ramsey Show were given by current clients, and were not compensated with cash, or non-cash compensation. There are no material conflicts of interest on the part of the person(s) giving the ratings and references resulting from the person’s relationship with Goodwin Investment Advisory, therefore has no incentive to recommend the adviser. Please click here for further information.