Divorce questions for your financial professional

Making a big change in your life triggers some big questions.

A financial professional can help you work through the answers. Print this list and have it handy when you’re ready to start the conversation.
 
  • Am I on track for my retirement goals?
 
  • Will I be able to meet my current financial obligations without delaying my retirement?
 
  • How should I adjust my asset allocation now that I’m independent?
 
  • How should I structure my assets for the best tax advantages?
 
  • What are the advantages and disadvantages of keeping the house, buying a new house or renting?
 
  • Would I be better off paying a higher mortgage or investing that money?
 
  • How should I manage lump-sum payments like home equity or a settlement — spend, save and/or invest?
 
  • Can I pay for my children’s college education on my own?

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