September 5, 2017
CNBC spoke with Rorrie Gregorio, partner-in-charge of the Marcum Family Office practice, for an article about the financial challenges faced by "suddenly single" women recently divorced or widowed.
CNBC
By Jessica Dickler
Excerpt:
To help female clients successfully take control of their finances, Gregorio compiles a “lifebook,” which includes a balance sheet, investment summary and will, as well as a list of contacts, including lawyers, bankers and accountants. “I believe everyone should have a lifebook,” she said.
