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Getting Divorced

Getting divorced

There are many financial decisions to think about if you’re considering or going through a divorce. We can help make it easier by guiding you through the transition and helping you keep your finances in order.

A Schwab Financial Consultant can help you:

  • Discuss how to divide retirement and brokerage account assets.

  • Update your investment plan to fit your new life: re-establish financial priorities and short/long-term goals.

  • Continue saving and investing for your retirement to help ensure you meet your retirement goals.

Need help?

Call us at 877-302-5886 or visit your local branch.

What to do on your own:

  • Schedule a meeting with a divorce attorney; be prepared to discuss your financial situation, the disposition of marital assets, alimony, and child support.

  • Take inventory of all shared and individually owned assets, such as bank/brokerage/retirement accounts, insurance policies, property documents, and tax returns from the last five years.

  • Create an individual budget to see where you stand financially.

  • If you are changing your name, take the necessary steps to make it official. Be sure to notify your employer, government agencies, personal accounts, and creditors.

  • Review and update files for all personal accounts and property, including your estate plan, property titles, insurance policies, and beneficiaries of IRAs/401(k)s/life insurance policies.

  • Request copies of your credit report and check them for accuracy.

  • Meet with a tax professional to discuss your income tax-filing options and update your W-4 form as needed.

Helpful Tools

Let us help you re-establish your finances as an individual.

Call us at 877-302-5886 or visit your local branch.

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