Navigating Divorce: A Financial Guide

Divorce is one of life’s most significant financial transitions—and the decisions you make during this time can shape your future for decades to come. Constance Amstutz, CFP®, CDFA®, for a practical, compassionate webinar designed to help you understand the financial landscape of divorce and move forward with clarity and confidence. This video covers:

• Building the Right Team: How to assemble a coordinated team of legal, financial, and tax professionals—and why their collaboration is critical to protecting your long-term interests.

• Dividing Retirement Accounts: An overview of how 401(k)s, IRAs, and pensions are split in divorce, including the role of Qualified Domestic Relations Orders (QDROs) and strategies to avoid unnecessary taxes and penalties.

• Tax Considerations in Divorce: A look at how filing status changes, dependent claims, property transfers, and support payments can affect your tax picture and how to plan ahead.

• Protecting Inherited and Separate Assets: What commingling means, why it matters, and how to preserve inherited property and other separate assets throughout the divorce process.

• Social Security and Spousal Benefits: Understanding when and how you may be eligible to claim benefits based on an ex-spouse’s work record, and how to integrate Social Security into your broader retirement plan.

• Rebuilding Your Financial Foundation: Practical steps for updating estate plans and beneficiary designations, restructuring your investment strategy, reviewing insurance coverage, and establishing a strong financial footing post-divorce.

Видео Navigating Divorce: A Financial Guide канала JFS Wealth Advisors