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Before Reaching a Financial Settlement, Consider Investment Sophistication

Posted On February 15, 2018 By Clarfeld

There are many factors that a divorcing couple and their advisors take into consideration when structuring a financial settlement, including: current and anticipated living expenses, future earnings potential, taxes, and the pool of assets to be divvied up. An additional consideration that often is overlooked is the financial and investment sophistication that will be required to successfully manage post-settlement assets.

SOURCE: http://www.divorcemag.com/blog/before-reaching-financial-settlement-consider-investment-sophistication

 

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