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Get organized Next, get organized by gathering your financial records and all other associated paperwork that will need your attention. A good list to start with includes: • Joint tax returns • Retirement account records • Insurance policies • Brokerage and bank account statements • Trust documents and wills Contact the person or company in charge of each of these documents and inform them of your new single status. You should also keep a file of all these documents and supporting papers for your records. Once you have all these documents, take the time to research them and The information included in this article is not intended to be used as the primary basis for making investment decisions. RBC Wealth Management does not endorse this organization or publication. Consult your investment professional for additional information and guidance. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC make any changes, such as beneficiary designations for life insurance and retirement accounts. is is also a good time to make the appropriate changes to your will, as well as the needed adjustments to your insurance coverage. Lastly, look over your investment plan to ensure your portfolio reflects your new personal risk tolerance and financial objectives. Consult a financial professional ere's no question that a divorce can upend your life and impact your decision-making ability. Although it's possible to get your finances in order on your own during a divorce, you may want to consider consulting a financial professional to help. You'll still have to make several tough decisions during the process, but a financial professional can work with you to assess your needs, develop a plan designed to help you address your financial goals, make recommendations about specific products and services, and monitor and adjust your plan as needed. A divorce can be stressful, and there's no reason you should have to go through it on your own. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. 732.859.8694 BARTERSAVES.COM Attention Business Owners Do business smarter, use barter.

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