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113 Results

  • How to Keep Divorce from Ruining Your Client's Financial Future

    Product not yet rated

    Divorce can hurt not just income but credit standing and retirement savings as well. It’s important that you help your clients understand how these issues are likely to affect them, so they can prepare themselves as they transition into the next chapter of their lives.

  • IRA Contributions and the Divorced Individual: How to Advise Clients

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    Once a marriage has ended and spouses are no longer required to file a joint tax return, many believe the opportunity to contribute to a retirement plan or IRA may no longer be available to a non-working spouse. Fortunately, the tax code includes ‘alimony received’ in the definition of compensation eligible in determining whether one can make an IRA contribution. Thus, a divorced spouse receiving alimony (or separate maintenance payments received under a decree of divorce or separate maintenance agreement) can indeed make a contribution to an IRA account and save for retirement.

  • Looking Within The Anatomy of a Divorce Financial Analysis Practice

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    In this article, we will explore divorce financial analysis work from the lens of the practitioner, specifically focusing on how the business framework, harnessing and maintaining our mental health, and developing strategic partnerships can help our businesses thrive.​

  • Post-Divorce Financial Planning: Focusing on What's Next

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    For the most part, once the documents have been submitted for the judge’s signature, the family law lawyer’s job is pretty much done, and the client may not wish to pay lawyers fees to take care of all that follows. As transition experts, CDFA professionals can explore the many ways to assist our clients to move forward with their lives. We are specially trained to deal with these issues and can seamlessly step in to finish what has been brought to a legal conclusion.

  • After the Final Settlement: Post-Divorce Checklists and Business Development Opportunities

    Product not yet rated Recorded On: 11/15/2016

    Whether a CDFA professional was involved in divorce financial planning prior to the settlement or not, this is an opportunity for CDFA professionals to show off financial planning skills and reveal wealth management opportunities. Pam Friedman, CFP, CDFA shares with us her post-divorce experiences, checklists, and ideas to help you market a post-divorce practice to attorneys and paralegals.

  • Perils of High Net Worth Parenting

    Product not yet rated Recorded On: 10/25/2016

    It may sound improbable, but emotional and psychological outcomes for children from wealthy, educated, two-income households are now below those outcomes for inner-city poor children. This presentation attempts to explain this phenomenon and provide solutions. Additionally, ramifications for high net-worth divorces are discussed. Don't miss this enlightening session!

  • Becoming a Guidepost: 5 Practice Building Tips

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    As an advisor, you can’t just swoop in at the end of a divorce, hoping that the business becomes yours. From day one in the divorce process, the divorcing woman is facing all kinds of challenges in every part of her life. She is about to make what might be the biggest decisions of her life at the most vulnerable time. Your role is to make her transition as smooth as possible and help her avert lifelong disaster. By taking the time to be her guidepost on all fronts, your transition from friendly adviser to financial adviser will be a natural one.

  • Divorcing After 50: Make Finances Your Top Priority

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    Divorce after 50 can involve significant assets. Divorces among couples in this age group may have significant assets at stake. At the same time, it is not unusual for one spouse to have a lack of in-depth knowledge about the family’s finances. In those circumstances, the non-moneyed spouse may not be aware of what a fair settlement should be.

  • Long-Term Care Insurance and Divorce: A Conversation Worth Having

    Chances are, some of your clients are in the midst of a divorce. In fact, you often may be asked to help sort out their life and health insurance plans, which are common negotiating points in divorce agreements. But it’s easy to overlook long-term care insurance (LTCi) when clients don’t already have coverage. You can perform an important service for your clients by raising the issue of long-term care planning with those who are divorcing or recently divorced.

  • Marital Agreements: Wealth Conservation Tool for Estate Plans

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    Paul Simon told us there are “fifty ways to leave your lover.” Only two choices are available, however, for “ways to leave a marriage”—divorce or death. With that in mind, estate planners should not overlook that divorce planning is a component of financial planning.