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160 Results

  • Financial Modeling 101

    Who gets what? A better question is “who needs what?” Until you know the needs of your client(s), it’s impossible to answer. This article is intended to lay out the general approach for deciding “Who gets what based on who needs what?”

  • Bridging the Gap: Maximizing the Role of the Financial Neutral

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    Times are changing. More and more couples are choosing to avoid the litigation system to negotiate their divorce settlements, and even those with lawyers settle out of court 90% of the time. The demand for mediation and Collaborative Divorce has risen steadily in recent years and the need for financial expertise has never been more critical.

  • Let's Make a Deal: A Five-Step Guide to Preparing Clients to Negotiate

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    During divorce, people typically aren’t functioning at their best. In the middle of the heartache and upheaval, they need to negotiate the division of their assets and restructure their finances. For many people, that is a daunting challenge. If you are the first professional advisor on the scene, here are five ideas to help you prepare your clients for that challenge.

  • Affording Divorce: Why Divorce Can Be Expensive and Complicated For the Wealthy

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    While divorce isn’t easy for anyone, it can be particularly complex for wealthy families. Dividing more assets means couples face more legal complexities, and sometimes more heartaches. Ownership of family businesses, multiple properties and offshore assets (and the more frequent presence of marriage contracts) means lawyers and financial professionals will have more paperwork to comb through to ensure that all parties—including future heirs—are treated fairly.

  • Real Estate and Divorce: Get Expert Help to Resolve Housing Issues

    Experience has taught us that a couple or family going through a divorce is undoubtedly experiencing a high level of stress—no matter what side of the divorce they are on. Emotions run high and funds run low, and many clients are not aware of the options available to them when it comes to dealing with their real property. Because of this, it is critical that we surround our clients with a team of divorce experts; this will cushion the blow and make the transition from married to unmarried as seamless as possible.

  • How to Get More Prospects To Say “Yes”

    Recorded On: 01/22/2019

    ​As service-based professionals, you have the power to deeply impact and influence the lives of your clients. How rewarding would it be to serve more clients who are willing and ready to engage in your services? Sylvia Garibaldi, Founder of SG and Associates, discusses best practices on how to get more prospects to become clients.

  • Maximizing the Role of the Financial Neutral in Collaborative Divorce

    Recorded On: 01/15/2019

    The financial neutral role in Collaborative Divorce Cases can present challenges that you may not have faced in your other cases. This webinar will explore why to use a financial neutral, what our role is and how we can help to optimize settlements, and how the team can help support us for the most positive client outcomes.

  • The Role of the CDFA® in the Collaborative Law Process

    Recorded On: 10/16/2018

    With over a dozen successful cases as a Financial Neutral, Diane Pappas offers her best practices, from how to get involved with a collaborative group to what to do as a neutral and more importantly, what not to do.

  • Selling Points: 5 Ways to Create More Business from Your Website

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    Let’s cut to the quick: If your clients can’t easily find you online, then they are probably choosing someone else. For example, if Susan is googling “CDFA (your city)” and your site doesn’t “pop up” on the first page of the search, she will choose a business that is not yours. The good news is that it is not time-consuming or expensive to obtain great results for your business from your website. It simply takes a good foundation and making regular small professional content updates.

  • Alimony Then and Now: Adjusting to the Tax Changes for 2019

    Any divorce or separation instrument executed after December 31, 2018 will be treated very differently from a tax perspective than it would have been if it were finalized on or before that date. The main difference is that alimony will no longer be tax deductible to the payor and will no longer be included as income for the person receiving the payments. This change will make after-divorce cash flow planning even more important.​