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10 Top Financial Tips for Divorce

Submitted by JM Financial Planning, LLC on September 29th, 2017

1. CONSIDER DELAYING HIRING THE ATTORNEYS

Jumping right into the fight isn't smart. Look at meeting with a Certified Divorce Planner, Mediator or a Collaborative Attorney. This newer approach saves time and money, and perhaps your relationships. The truth is, you need a "team", and usually a good CDFA or Mediator can help you assemble one. Locality should not be your only criteria. See who offers a full-fledged financial plan. Consider your retirement, taxes and inflation, and many CDFA's, Mediators and CPA's do not evaluate the long-term financial effects of your divorce settlement.

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Julie Matulia, CDFA, a Registered Representative. Securities offered through Cambridge Investment Research, Inc., a Broker-Dealer, Member FINRA/SIPC investment Advisor Representative, Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor, Cambridge and JM Financial Planning, LLC are not affiliated. This communication is strictly intended for individuals residing in the state of AL, FL, GA MD, and TX.  No offers may be made or accepted from any resident outside the specific states referenced. Important consumer information:  A Broker-Dealer, Investment Advisor, BD Agent, or IA Representative may only transact business in the state if first registered appropriately. Follow up, individualized responses to persons in a state by such a firm or individual that involves either effecting or attempting to effect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made without first complying with appropriate registration requirements. For information concerning the licensing status or disciplinary history of a Broker-Dealer, Investment Advisor, BD Agent, or IA Representative, a consumer should contact his or her state securities law administrator.

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