Get Ready for the Batch

Grieving and Moving on Financially

June 6, 2023

One of the most bittersweet components of my day is helping clients that have recently lost a spouse or partner. When someone loses their spouse, they require support from various sources to help them cope with the emotional, practical, and…

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A yellow color train running at the platform

Lessons Learned from a Train Fine

July 6, 2023

Life is full of choices, both big and small, that we make every day. Often, we find ourselves making decisions without fully understanding the potential consequences. My recent trip to Denmark served as a stark reminder of how impulsive decisions,…

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Group image of people enjoying at the party

You Are Not Alone in Your Financial Journey Through Divorce

July 12, 2023

Since I am the financial person, a client meeting often starts with my client telling me they wish they understood their finances better. Divorce can be an emotionally challenging experience, and it’s common for one person, often the wife, to…

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The Role of a Finance Neutral in Collaborative Divorce

July 27, 2023

A Finance Neutral Can Be an Invaluable Team Player in a Collaborative Divorce Divorce is a challenging and emotionally charged process, and finding the right professionals to support you through it is crucial. While lawyers and mediators are often involved…

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Navigating Divorce: The Power of Combining a CDFA® and an Attorney

August 12, 2023

Going through a divorce can be one of the most challenging and emotionally taxing experiences in life. With legal and financial matters to address, it’s crucial to have a solid support system in place. While hiring an attorney for legal…

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Secure Your Legacy: The Vital Role of Estate Planning

August 12, 2023

Life is full of uncertainties, and one thing we can be certain about is change. As we navigate life’s twists and turns, it’s essential to plan for the unexpected and ensure that our loved ones are taken care of, no…

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Navigating a New Chapter

August 23, 2023

After a divorce, it’s essential to focus on rebuilding and moving forward with your life. Here are some key areas to consider as you navigate this new chapter: Remember that everyone’s post-divorce journey is unique. It’s important to give yourself…

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Restorative Alimony and Its Role in Restarting Your Career

August 23, 2023

Empowering Your Future:  Life is a journey filled with twists, turns, and unexpected challenges. For many individuals, a significant life event such as divorce can disrupt their personal and professional trajectories. However, there’s a solution that can provide a lifeline…

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Before Quitting Your Career to Stay Home

September 21, 2023

Balancing a career, raising children, and managing a household can be an overwhelming juggling act. Many parents find themselves at a crossroads, contemplating the idea of leaving the workforce to stay home and take on the role of a full-time…

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Have the Difficult Discussions

October 17, 2023

The Art of Financial Planning: Beyond Investment Portfolios Financial planning is more than just numbers and investment portfolios. It’s about making choices and having meaningful conversations to secure a better financial future. Sometimes, these conversations can be challenging, addressing topics…

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