Sisu

Create a New Budget
Your expenses and income have changed.

Review Life Insurance
Who owns it? Who is the beneficiary?

Your estate plan should reflect your new chapter.

Review Beneficiaries
Update retirement accounts, life insurance, and transfer-on-death accounts.

Don’t Forget Your HSA
Health Savings Accounts may also require updates.

Complete Retirement Transfers Promptly
QDROs and retirement transfers shouldn’t sit on your to-do list.

Retitle Investment Accounts
Ownership should reflect your settlement.

Monitor Your Credit Report
Verify joint debts have been closed or refinanced as agreed.

Review Automatic Payments
Subscriptions, utilities, insurance, and loan payments may still be linked to old accounts.

Update Direct Deposits
Make sure your paycheck goes to your new account.