The divorce is final; yet the items on your to-do list are overwhelming enough to make you want to crawl under the covers. For most people, the day after the divorce is just the beginning of the transition process, not the end. The key to maintaining sanity during this overwhelming time is breaking up your financial "To-do" list into manageable “bites”. In this, our first 3 part Mini-Bite Series, Jacki and Melissa break down your post-divorce game plan into things that you should do "NOW", "SOON" and "LATER". Each segment has its own mini episode. 

Part One covers things to do within the first 1-3 months after your divorce is final. Jacki gives the listener clear and practical tips  for tackling those tasks that (if handled right away) will save much stress, aggravation and possibly money later.

• To read about how Pearl Planning and Jacki Roessler, CDFA can help you though your divorce or schedule an initial complimentary consult,  CLICK HERE
• If you're already divorced and are looking for post-divorce financial planning from an advisor who specializes in this area, contact Melissa Fradenburg CLICK HERE TO SCHEDULE A CONSULT
• To download Pearl Planning's post-divorce "budget" worksheet, Click here and scroll down to  "Divorce Budget Worksheet"
• To learn more from Jacki about why timing is so important with QDROs, CLICK HERE TO LISTEN NOW 

Links are being provided for information purposes only. We do not suggest that listening to this podcast will make you wealthy. Pearl Planning is not affiliated with and does not endorse the opinions or services of Brian Cohen or his affiliates. The information herein is general and educational in nature and should not be considered legal or tax advice. Tax laws and regulations are complex and subject to change, which can materially impact investment results. Pearl Planning cannot guarantee that the information herein is accurate, complete, or timely. Pearl Planning makes no warranties with regard to such information or results obtained by its use and disclaims any liability arising out of your use of, or any tax or legal position taken in reliance on, such information. Consult an attorney or tax professional regarding your specific situation. Please note, changes in tax laws or regulations may occur at any time and could substantially impact your situation. Pearl Planning financial advisors do not render advice on tax or legal matters. You should discuss any tax or legal matters with the appropriate professional.