Everyone walks away from their divorce a little shell-shocked. For many, it’s too overwhelming to deal with big financial decisions. Whether you’re six months, one year or three years past your divorce, now is the right time to take stock of your finances and start planning for your future.
Join Jacki Roessler, CDFA® and Kali Hassinger, CFP®, CDFA® as they walk you through the key financial planning areas where they’ve seen clients stumble after their divorce is final.
Topics covered:
Revisiting your cash flow needs
House financing decisions
Resolving outstanding QDRO, IRA, and asset transfer issues
Current tax concerns
Investment approaches/considerations
...and more!