Gray Divorce: What Financial Planners Should Know
Getting a divorce later in life can really put a crimp in your client’s retirement plans. All of the sudden, your client’s net worth may be cut in half. And no matter what the original number was, half of what your client expected to have in retirement is not as good as the whole.
Financial FAQ: How do you find hidden assets in a divorce?
In this interview with Malinee Churanakoses as part of the Chapter 2 Club’s Smart Women’s Guide for Breakups and Everything After video series, we talk about some of the most common places we find evidence of hidden assets
How Do I Prioritize? Paying for College Tuition vs. Saving for Retirement
Should you prioritize paying for your children’s college education over saving for retirement?
Financial FAQ: How much spousal support am I entitled to in my divorce?
A fundamental aspect of a divorce settlement is figuring out spousal support or “maintenance,” formerly known as “alimony.” These terms refer to money the court can order to be paid in addition to child support, to ensure the dependent spouse will have support after the divorce. It is particularly important for a spouse who may […]
I want to file for divorce, but I don’t know where to start
Thinking about asking for a divorce but feeling overwhelmed about where to start? Check out my divorce checklist.
Who is Eligible to Receive the Monthly Child Tax Credit That Begins in July?
Are you eligible for expanded child tax credit payments? Payments for many families begin in July as part of the American Rescue Plan. There are income and age of child restrictions, and if you are divorced, there are also important points you should understand regarding which parent will receive the check per your child custody […]
Looking for Hidden Assets
Ever wonder how you are going to find your soon-to-be-ex-spouse’s hidden assets? In this video interview I discuss what you and your attorney should do to uncover those hidden assets! Many thanks to Malinee Churanakoses and the wonderful Chapter2Club — the Smart Women’s Guide for Breakups and Everything After — for including me in their […]
Simplified Power of Attorney Form Now Available
Isn’t it great when lawyers and legislators do something that makes it easier for non-experts to navigate the legal system to help their families? A “power of attorney” is one of the most widely used legal documents. It allows people who fear they will no longer be able to manage their own financial affairs to […]
Is Your Spouse a Financial Bully? Subtle Signs of Abuse to Watch for
Lisa Zeiderman was included in this recent Kiplinger article by Stacy Francis, CFP®, CDFA®, CES™ about identifying financial abuse. Lisa explains that financial abuse is not limited to the non-working spouse: “Sophisticated executives (usually women) are often pressured to hand over their earnings to their spouse in return for an allowance that is doled out […]
No One Ever Really Knows What Goes On Behind Closed Doors In Custody
Lisa Zeiderman and Stacy Francis were featured guests on the Ask Beatty podcast to discuss “grey divorce.” The divorce rate for people over 50 who have been married more than once is 2.5 times higher than those who have been coupled with the same person throughout their life. Why is this happening? Lisa talks about […]