2023 Divorce financial planning checklist

What issues should you consider during your divorce?

We realize that divorce can be overwhelming and that a long list of to-dos may seem like an impossible task, so we recommend finding a trusted professional to help you get through these items one at a time. We hope that this checklist will provide some help for you by combining many of the items you need to consider. Please reach out to us if you have any questions as you navigate this process. We want to be available and support you in any way we can.

As you are going through the checklist you might need access to our flowcharts for the following: (Please reach out to us if you would like to receive these, or if you want to walk through them with your advisor)

1. Am I eligible for Social Security benefits if I have been divorced?
2. Am I eligible for Social Security benefits as a surviving spouse?
3. Am I eligible for Social Security benefits as a spouse?
4. Will my Social Security benefits be reduced? 

Disclosure:
The checklist below is provided by fpPathfinder, LLC, and is not intended as an exhaustive list. Goodwin Investment Advisory provides this resource as a helpful tool for our customers, but we are not responsible for the accuracy or completeness of the content. Please consider your unique situation to determine the appropriate issues to consider. Please contact us if you have any questions about this.