Year-end financial planning can feel very different after divorce, especially when accounts, taxes, insurance, and long-term goals have changed. For divorced women, reviewing the right paperwork before making year-end decisions can uncover outdated information that might otherwise create expensive surprises. A focused financial document review can also reveal opportunities to strengthen retirement savings, reduce lingering financial ties to an ex-spouse, and prepare for tax season. Rather than waiting until December, starting early gives you time to contact financial institutions, gather missing records, and consult professionals when necessary. Here are five documents worth putting at the top of your checklist.
