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113 Results

  • 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.​​

  • Top 10 Questions to Ask Divorcing Clients

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    For a financial professional in the divorce niche, the basic information to get from a new client is simple—place of residence, length of marriage, gross salary, and the like. But to truly get to know a client’s situation and needs, it is important to dig a little deeper. Here are ten questions to ask new divorcing clients.