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 logistical challenges they may face. Providing support and assistance to
There 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 of a divorce. Mediation in divorce offers several benefits for
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 problem. Cleaning up digital files is essential to maintain a
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 that are considering divorce the sticking point is the financials.
When the market is down and your investments are losing money, your financial health feels like it is spinning out of control. Take control back, here are some ideas for how to make lemonade from a basket of lemons. Recognize losses- don’t forget they can be carried forward if you
I found this quote especially helpful when working with clients that are in a chapter of their story that is hectic, unfortunate, busy, or just not their favorite chapter. Here are a couple of suggestions I give clients to help them move to the next chapter. So important to allow
Most headlines have some type of reference to market volatility, how to survive, what you should do in a “down market”. Reading the paper everyday is depressing and if you follow the headlines you feel as if you should be doing something. Volatility is tough, here are a few simple
Day of DecisionsEvery day we are faced with a host of decisions. In the first hour of the day, hundreds of decisions hit us. What clothes to wear, what to eat for breakfast, do the kids need lunch, who is responsible for the carpool and on and on… We also
This is a tag line I use daily. I also write many blogs on this. Every day we manage risk, sometimes without realizing it. We buy insurance, wonderful way to manage risk. We purposely invest in cash to control risk, good and bad way to manage risk. We choose not
One way to survive market volatility is to just not look. Yes, of course that makes sense, but this certainly is not practical, and most people invested in the market feel that they should know what is going on. I am guilty. I have stock tickers on my phone and
