Adjusting to Life Financially after a Divorce
There’s no doubt about it—going through a divorce can be an emotionally trying time. Ironing out a divorce settlement, attending various court hearings, and dealing with competing attorneys can all weigh heavily on the parties involved. In addition to the emotional impact a divorce can have, it’s important to be aware of how your financial […]
Gray Divorce: Dividing Assets Can Impact Retirement
Although most people who marry hope their unions will last forever, about 50% of first marriages in the United States end in divorce.1 Individuals age 50 and older are still less likely to get divorced than those who are younger. Even so, the divorce rate for Americans under age 40 has declined since 1990, while it […]
Liquidity Needs That Don’t End at Death
Chief Investment Officer Troy Harmon, CFA, CVA, is joined by Managing Associate Shawna Theriault, C.P.A., CFP®, CDFA®, and Associate Peter Lynch to discuss a common problem many families can have: lack of liquidity in an estate. They discuss ways to get liquidity and how planning is essential to pass assets and property to heirs.
In the News: Divorce is Becoming Less and Less Affordable
In today’s Marietta Daily Journal, Bil Lako, CFP®, shows the possible impact the Tax Cuts and Jobs Act could have on the tax treatment of alimony payments. Read the Article
Financial Planning for Divorce
Few life changes are more financially significant than a divorce. It is an emotional process, and unfortunately, emotions often lead to poor financial decisions. Assembling a team of experts to help prepare for financial changes before the divorce is final should allow you to weather this life change. Their experience and ability to be unemotional […]
Divorce is Becoming Less and Less Affordable
Troy Harmon, CFA, CVA, is joined by Managing Associates, Shawna Theriault, C.P.A., CFP®, CDFA®, and K.C. Smith, CFP®, to talk about how the the Tax Cuts and Jobs Act will affect the tax treatment of alimony payments for divorce and separation agreements executed after Dec. 31, 2018.
Women: Moving Forward Financially After the Loss of a Spouse
A spouse’s death can be overwhelming. It’s important to take certain steps to move on financially. We explain in this week’s Financial Tip.
Pay Extra Attention to Financial Planning During a Second Marriage
Our experts focus on a case study about the financial complexities that come with a second marriage, especially when children from a previous marriage are involved.
Protecting Child Support Payments after Divorce
Our experts delve into a case study where a custodial parent is interested in ensuring she continues to receive child support payments should something happen to her ex-husband.
In the News: Adjusting Your Financial Priorities After Divorce
Assessing your financial position after divorce & making needed changes should help you recover from this life event. We explain in this week’s Marietta Daily Journal. Read the Article