Intelligence

Take These Action Steps When A Client Announces a Divorce

Story: Take These Action Steps When A Client Announces a Divorce – What is the first step, and best steps, a financial advisor is told by a client that he or she is divorcing? What areas should be covered first? Retirement? Taxes? The house? The divorce settlement? What should an advisor and client focus on when a divorce is imminent, and why Requirements: Financial advisors, divorce specialists, money managers, divorcees, retirement and tax specialists.