August 06, 2024

Planning Through Divorce: 5 Considerations to Safeguard Your Future

Going through a divorce is an emotionally challenging life transition that can deeply impact your finances. Both spouses will have difficult choices to make that will shape each person’s financial future in different ways. Despite the unexpected financial complexities that divorce brings, focusing on five key areas can help set you up for success in the next stages of your life.

In this session, Wealth Advisor Katie Marsden will discuss the key factors to consider during a divorce to protect your future wealth.

They'll cover:

• Division of the marital home and affordability considerations

• Tax implications of dividing assets

• Health insurance coverage post-divorce

• Impact of divorce on Social Security benefits

• Rules to be aware of for taxable accounts in a divorce settlement

Content Topics

About the Author

Katie (Keary) Marsden

Wealth Advisor

As a wealth advisor for Buckingham Strategic Wealth, Katie takes pride in helping individuals navigate the challenges of balancing daily expenses with their savings goals, and seeing the impact that it has on their lives is what keeps her coming back for more. She finds joy in collaborating with her team to truly understand how she can help clients in any unique situation; the problems that keep them up at night and the goals that they have set for themselves. Thinking critically to help clients find the solutions to these complex issues is the part of the job that is most rewarding to her.

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