Tips for Managing Your Investments Through Divorce
What you need to know about splitting assets in divorce.
Create a new Financial Plan for life after the divorce. Understanding different types of assets, and the costs and taxes associated with each, can help you make informed decisions in a divorce.
- Evaluate your income needs after the divorce
- Dividing up taxable investment accounts
- Splitting retirement accounts
- Update account beneficiaries.
- Taxes and other penalties
- Create/update your Estate Plan, Trust, Will
- Close joint accounts
- Open new accounts
- Update insurance coverage & beneficiaries
- Check your credit score
What If Your Retirement Gets "Stolen"?
While this is a distressing time, it’s not the end of the journey but rather a time to pick up the pieces and start on your next voyage.
Learn how to respond if tragedy changes your well-laid plans.
What We’ll Cover:
- It can feel like a shipwreck
- Focus on the next peak
- Make key decisions by the inch
Budgeting After a Divorce
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
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What You Should Do About Insurance Following a Divorce
In the face of divorce, making changes to insurance coverage may be overlooked.
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A House Divided
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
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