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The many technical planning questions may be moot until spouses can find common ground on money and wealth in general, CFP Board conference panelists said.
October 8 -
The emotionally and financially taxing process of a separation demands careful planning, multifaceted form-filing to the IRS and, probably, an advisor for each spouse.
January 16 -
Prenuptial agreements can protect not only the divorcing party but also their parents, children and estate plans.
October 16
Davis Malm -
Expertly guiding a client through the divorce process can forge long-term bonds that foster practice growth.
September 10
Dimopoulos Bruggemann P.C. -
When your clients are divorcing, you need to figure out two things: Which one is your client, and who is their attorney?
July 5
Dimopoulos Bruggeman PC -
Late-in-life divorces have more than doubled since 1990, and they often decimate retirement savings. How can gray divorcees shore up their finances?
April 17 -
The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.
November 20 -
From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.
October 24 -
Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.
September 6 -
Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.
August 6 -
The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.
September 15 -
Lower investment values, lost wages, and high home prices make this an expensive time to split.
July 25 -
Problems can arise when one soon-to-be ex-spouse is actively participating in the cryptocurrency market while the other has minimal comprehension of the technically sophisticated product.
April 6
The Law Offices of Sean M. Cleary -
The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.
July 28 -
This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.
January 14 -
Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.
August 23 -
After the divorce, I was broke and in debt. Then my husband sued me.
August 7
Snowden Lane Partners -
An ex-client accused the firm of misconduct, including disbursing funds to her former spouse from a restricted account without her knowledge or authorization.
July 1 -
From divorce and death to retirement and discrimination, planners share the lessons they have learned from client challenges.
May 22 -
For many workers, moving assets from old 401(k)s into a traditional IRA may not be a smart move. One reason: IRAs often don’t offer stable value or guaranteed fund investment options as do most 401(k)s.
March 4














