Divorce and Financial Planning
Financial planning may be one of the last things on your mind when going through a divorce. A valuable attorney is paramount to reaching a fair settlement for you, but of equal importance is the use of a CERTIFIED FINANCIAL PLANNER™ during this emotionally charged time.
When going through divorce proceedings, you will need someone on your side, like a CERTIFIED FINANCIAL PLANNER™, who understands all aspects of your finances to ensure proper estate planning techniques are being followed, such as titling assets correctly, and your investments are structured in a tax-efficient manner. Whether your divorce is a collaborative process (less litigious) or a long and tenuous litigious battle, your Certified Financial Planner ™ will be able to go over your long-term goals, income (such as alimony) vs. expenses, investments, health insurance, housing needs, transportation, personal care, dependent care, and much more.
If you aren’t experienced with budgets, investments, and financial decisions, having someone with this type of knowledge, as part of your team, will keep you on track to maximize your settlement and bring you financial peace for the future. Consider talking to our team of planners to discuss your specific situation in a confidential manner.
* Any opinions are those of the author and not necessarily those of Raymond James. This material is being provided for information purposes only and is not a complete description, nor is it a recommendation. Investing involves risk and you may incur a profit or loss regardless of strategy selected.
