Retirement Funds

Five Common Mistakes You Must Avoid
to Obtain a Positive Result

Negotiating your separation agreement can be one of the most trying, costly, and long-lasting events in your lifetime. Just like our transition to springtime, a change in attitude and mindset can enhance your chances of a faster and financially positive divorce settlement. To be better informed and able to make the tough decisions that come [...]

By |2017-07-30T09:24:08-05:00June 20th, 2017|Divorce Financial Planning, Income Taxes, Retirement Funds|Comments Off on Five Common Mistakes You Must Avoid
to Obtain a Positive Result

When Financial Divorce Tactics Trump Sound Financial Planning

There are times when a CDFA’s financial recommendations fly straight in the face of sound financial planning strategies. Since 2008, there have been a few cases where the Divorce Financial Planner has apologized to divorcing spouses, “I know you came to me help you get divorced, but we have to address financial survival first.” [...]

By |2017-07-30T00:23:57-05:00May 16th, 2014|Business Assets and Divorce, Divorce Financial Planning, Financial Divorce Analyst, Retirement Funds|Comments Off on When Financial Divorce Tactics Trump Sound Financial Planning