DivorceProtect Your Financial Future During Divorce
The financial decisions you make during divorce can shape your security for decades. We help you make them with clarity.
How We Helped Clients Untangle Decades of Joint Finances
“Greg connected me with a reliable resource who represented me. After the divorce, I had to rebuild my portfolio and execute the divorce decree, which Greg and Anna helped facilitate. My advice to anyone in that situation: don't hesitate — start early, really talk about your goals, then follow the plan. Rebuilding takes time, but if you're consistent and patient, it happens quicker than you realize.”
— Linda R.
“My divorce itself was amicable, but suddenly I was managing my own finances — my 401(k), and soon after, bonuses in the form of stock shares. I had no real idea what to invest in and needed someone who could guide me and help balance my portfolio, as well as do my taxes now. I also wanted an advisor who'd be around for the long haul — someone who could outlive me and be there as I grew into retirement as a single woman. Greg and Anna were compassionate and confident, and made it simple from the start — they just said, ‘Send me what information you have, and we'll make it work.’”
— Jeannie D.
Navigating Divorce
Free Guide To Navigating Divorce
A practical, judgment-free guide to the financial side of divorce — dividing assets, protecting retirement accounts, and rebuilding with confidence
Additional Resources
More Ways to Get Informed
● What You Should Do About Insurance Following a Divorce
● Follow Cambridge Cape Cod Advisors on social for ongoing insight
what's aheadThe Decisions in Front of You
Divorce touches nearly every part of your financial life at once. Here's what tends to need attention first:
● Tax consequences of dividing different account types (retirement, taxable brokerage, real estate)
● Timing of the divorce finalization and its effect on tax treatment
● Current tax treatment of alimony (deductibility and taxability)
● Beneficiary designation review on retirement accounts and life insurance
● Cash flow planning considerations for a single-income household
These are general considerations — specific ages, thresholds, and deadlines change over time and can vary by situation. We'll walk through exactly what applies to you.
our commitment to youGuided by What Matters Most
Strategies built around you. Values you can count on.
We create strategies tailored to your specific needs and goals. Years of experience have prepared us to guide you through life's transitions, and we do it with trust, honesty, and integrity. We believe values matter, and we live ours every day.
Schedule a confidential consultation — no pressure, no judgment
Contact UsLet's Start With
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A 15-minute call is the best place to start.
Fifteen minutes is enough to know whether we are the right fit. Reach out and we will find a time.