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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 7Snowden 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 -
Many Americans affected by the partial government shutdown are tapping their retirement savings and taking other financial options.
January 24 -
Community property rules, how to divide 401(k)s and the nuances of QRDOs are just some of the specifics advisors should know.
January 10 -
Knowledge of ERISA, QDROs, DBAs and other retirement plans can avoid costly mishaps.
January 10Francis Financial -
After Dec. 31, spouses responsible for paying alimony won’t get a tax deduction, due to a change under the Tax Cuts and Jobs Act.
December 11 -
Retirement assets received in a divorce settlement may be available to creditors, a federal court has ruled. The decision may have far-reaching consequences for clients.
November 28