We work side by side with you and your attorney to make sure you understand the choices you will face when settling your divorce. There are a lot of decisions to be made during this very emotional time and we are here to make sure you are educated to make decisions with confidence.
Navigating the maze of personal and financial decisions can be inundating when you are going through a divorce. Without proper professional attention, a bad choice can threaten a secure future. And since you are facing a major life transition, the stakes couldn’t be any higher.
To support your journey, we’ve developed The LifePrint Advantage™, a proprietary and educational approach to wealth management and financial life mapping based on an in-depth, multi-faceted understanding of you.
Like a fingerprint, your LifePrint™ is unique, it’s personal and with our help, it’s the path you’ll take to pursue your goals.
We are Life Transition Specialists™ who are passionate about educating individuals faced with a life transition so they can move forward and make decisions with confidence.
No one likes the thought of a marriage ending and when it comes time to divide and distribute possessions, it can get pretty uncomfortable. Statistically**, 1 in 4 people who get divorced are age 50 or older- making it increasingly relevant to understand the legalities surrounding the division of retirement fund assets. Regardless of whether or not your divorce is amicable, your spouse- as well as any dependents- are entitled to a portion of your assets. Particularly with 401K distribution, understanding how the process works and what to expect can make a difficult and uncomfortable situation easier and less stressful.
Understanding divorce settlement and how a 401K is divided can be confusing. It’s important to know that a former spouse and any dependents are entitled to a portion of the assets. Consider using the skills and expertise of a professional to help ensure assets are divided properly, reasonably and in a timely manner. Securities America does not render legal advice.
**According to a 2013 study conducted by the National Center for Family and Marriage Research at Bowling Green State University in Ohio.