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121 Results

  • 11 Tips for Surviving Divorce

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    Did you know that 69% of all divorces are initiated by the wife in a marriage? This is a key statistic for women who may be contemplating divorce. With proper planning, women may be able to “level the playing field” in the divorce process, which is typically skewed to the primary-wage-earning husband. Several tips are discussed with respect to specific actions women should consider taking now if they are contemplating a divorce.​

  • Can a Divorced Couple Continue to Own the Home Together?

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    With the recent housing market collapse so near in the rear view mirror, there are still plenty of couples out there that choose to divorce, but are either underwater on the primary home or don’t have enough equity yet for the spouse who wants to stay, to refinance. So are there creative solutions can we offer? Absolutely!

  • Communicating Financial Information During the Emotional Turmoil of Divorce

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    Going through a divorce is one of the most emotionally traumatic experiences someone can go through. People going through divorce experience emotions such as anxiety, fear, anger, and many others. These emotions, while necessary for decision-making, can cloud the mind and prevent the processing of information. To override fear and help with decision-making, divorce analysts and advisors should be using data visualization best practices in their meetings. This process can help facilitate faster and deeper understanding of their current and future financial situation.

  • The Unanswered Question of Retroactivity in a Same-Sex Couple’s Divorce

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    When the Supreme Court ruled that same-sex marriages must be recognized in every state, another door opened for LGBT couples—the ability to legally divorce. But one thing not solved by Obergefell v. Hodges was how to treat assets that were held and transactions that occurred before the June 26, 2015, ruling. This presents a challenge for divorce professionals creating a financial settlement. In splitting up assets, what exactly can be included and when can they be included or excluded?​

  • What Divorcing Women Need to Know About Protecting Third-Party Trusts

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    For a divorcing woman, a fair settlement agreement is a critical step toward future financial security. So while you’re negotiating your settlement, remember that every marital asset is important, and none should be overlooked.​ Third-party trusts—such as those created for the benefit of the husband or wife by his or her grandparents or parents—can be an area of particular contention in divorce.​

  • Tax Strategies for Small Businesses

    Product not yet rated Recorded On: 03/22/2016

    Jonathan Gorman, CPA, CDFA, discusses tips for small businesses to minimize their tax exposure while maintaining compliance with IRS requirements. Topics include a discussion on small business tax deductions, tax strategies for new businesses, incorporating your business, and under-utilized tax deductions.​

  • Dividing Retirement Plan Assets in Divorce

    Product not yet rated Recorded On: 01/19/2016

    Retirement assets are usually the first or second largest asset in the marital estate. Howard Phillips discusses the most important issues that come up when dividing retirement assets, including 401(k) plans, profit-sharing plans, pension plans, and 457 plans.​

  • 529 Plans: Worth a Second Look

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    When considering the financial aspects of a divorce, every asset is worth a second look. In many cases, the parties have 529 plans for their children’s college education. In most mediated settlements, the parties put the 529 plan in the children’s column and there is little discussion over which parent will manage the account. Most clients are not familiar with the rules and regulations that govern 529 plans.​

  • Divide and Conquer: Stock Option Considerations

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    Divorce finance analysis has many flavors and variations. There is a feeling of confidence in working on parts of the analysis that have a straightforward trajectory. However, there are many phases of the process where the devil is definitely in the details and a deeper procedure is involved in trying to research and get a handle on the right information that applies to your client’s circumstances. One such area is stock options and restricted stock units.

  • Holistic Planning in Divorce

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    Once the decision has been made to pursue a divorce, many people fall back on their primitive instincts of fight or flight—the automatic impulse brought on by our subconscious mind to protect us at all cost. It is both healthy and costly to allow these emotions to come out. Allowing these emotions to take over our financial decisions during a divorce can lead to unfavorable consequences—especially over the long term.​​