A Guide to Managing Wealth in Divorce

Although the breakdown of a marriage has a significant impact on your personal life, it can also greatly affect your financial situation. While it may seem overwhelming to think about financial planning during a divorce, managing wealth in divorce is crucial to staying on track in the long run.

To make matters easier for you during this difficult time, we’ve compiled a few of our biggest tips when it comes to divorce wealth management. If you’re looking for a partner you can trust to provide expert wealth management guidance during this incredibly challenging time, we encourage you to reach out to one of our financial advisors. We’ve advised countless people who have gone through a divorce and helped them avoid costly mistakes.

Topics discussed in our divorce wealth management whitepaper:

• Creating a strategy for assets
• Ensuring a fair division of property
• Selling the house vs. keeping the house
• Dividing retirement plans
• Tax implications
• Being properly insured
• Lump sum investment strategy
• Planning for the future
• Finding a wealth manager you trust