Divorce and Retirement: Prepare for Today, Plan for Tomorrow and Avoid Sleepless Nights
If you’re going through a divorce — or if you’re considering the prospect of doing so — I need you to know one very important point…
Though it’s true divorce can be a complicated and agonizing ordeal, you have money-saving, stress-busing and future-proofing options at your disposal. Register now for our free, on-demand divorce finance webinar
In today’s webinar, we’ll discuss:
- Developing an accurate picture of your post-divorce financial needs
- Understanding the ins and outs of any retirement plans in the mix
- Avoiding the sting of taxability with any assets acquired through divorce
Money and finances tend to increase anxiety and tension during divorce (and are often the reason couples are at the divorce table to begin with.) With some practical strategies, you can improve your outlook, approach and communication on money — ensuring you get what you need from the divorce (without a drawn out courtroom showdown. Register now for our free, on-demand divorce finance webinar
Real people and real stories.
During today’s webinar, you’ll meet a few of my clients — some of which made excellent decisions about money and finance during their divorce, and others who had to see the light along the way (ultimately resulting in better, more fulfilling outcomes in the end.)
Some of these couples include:
- The tale of “daddy deep pockets” — and why realistic post-divorce budgeting matters
- The West Coast husband whose Cali retirement benefits worked wonders for his ex-wife
- The husband who thought he knew it all about his 403(b) (and why both spouses need to know all of the ins and outs)
- The wife who said “no” to post-divorce financial forecasting — and how you, too, may regret abandoning accuracy
These are real people who have been on the doorstep of divorce — much like yourself. They had the same concerns, fears and anxieties (especially about money), and with a bit of help and creativity, they were able to raverse the experience with a favorable outcome.
When it comes to providing for your future, retirement or family, you can keep a few considerations in mind as you work through the divorce process. Knowing more about what matters will mean the difference in a peaceful parting — and an agonizing aftermath. Register now for our free, on-demand divorce finance webinar
About today’s presenter, Tracy B. Stewart, CPA, CFP®, CDFA
It’s one thing to be in the know on divorce finance — it’s another to have a tangible, easy-to-understand perspective that makes the process less stressful and more productive.
Tracy is highly sought after for her knowledge as a divorce financial expert. She’s served on the board of the American Institute of Certified Public Accounatns, the Collaborative Law Insistute of Texas and the Institute of American Collaborative Professionals. She’s also been quoted in national media about divorce and money, being featured on CNN Money, FOX News, Men’s Health magazine, the New York Times, the Chicago Tribune and many more. She also has a monthly financial advice column in her local newspaper.
With experience and expertise serving over 120 couples, Tracy has a depth of knowledge and keen awareness of the needs of her clients — and the well-being of their loved ones, as well. She has a quirky, down-to-earth presentation style which has made her respected by colleagues and appreciated by clients. Read more about Tracy