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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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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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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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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,…
Read MoreOne 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…
Read MoreOne 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…
Read MoreThere are many ways to be represented in a divorce. Representing yourself, traditional attorney to attorney, and mediation. Each choice will vary on your unique circumstances. As a CDFA(Certified Divorce Financial Analyst) , I help couples through the financial aspects…
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In today’s world, digital files have become an integral part of our lives. From important documents to memorable photos, we store everything on our devices. However, with the increasing usage of digital files, clutter and disorganization have become a common…
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Thinking about getting a divorce and you want to understand what the road is ahead, your first thought might be to contact an attorney. You might want to reconsider this and contact a CDFA instead. First Step Financials For many…
Read MoreIt is not too late to save for retirement and save on 2022 taxes. If you haven’t filed your 2022 tax returns you can still contribute to your IRA or Roth IRA. For the IRA you can contribute $6,000 or…
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