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5 Questions Everyone Needs To Be Able To Answer If They're Suddenly On Their Own

When we talk with families, we usually see one spouse who is responsible for the family finances. Even in households where there is a relatively equal distribution of child-raising, chores, and other tasks, it’s very rare for me to see such an equal arrangement with the family finances. More often, I see that one spouse handles ALL of the finances, and the other spouse is pretty aloof.

Estate Planning Investment Planning Tax Planning Divorce Planning Retirement Planning
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7 Significant Life Events We Help Our Clients Navigate

The way we see things, the work doesn’t stop just because we’ve helped our clients tackle the problems that brought them to our door. We’re always looking for ways to add value to our clients’ lives. And sometimes, the best thing we can do is be there during those important life events when they need us the most. Here are 7 examples of those significant life events that we help our clients with.

Estate Planning Investment Planning Divorce Planning Retirement Planning
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What Happens to My Child’s 529 Plan in a Divorce?

In many divorces, parents spend a lot of their time negotiating the terms of equitable distribution of their assets and spousal support. Because child support terms are largely dictated by state law, there’s not as much deliberation in that area. And caught in the middle are things like 529 plans, which are assumed to be the ‘child’s’ asset, but are in fact usually the asset of one of the parents. Not accounting for this in a divorce might lead to unfortunate consequences down the road, even for the most well-intentioned families.

Estate Planning Investment Planning Divorce Planning
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7 Mistakes You Can Make When Transferring Your Ex-Spouse’s Defined Contribution Plan into an IRA—And How to Avoid Them

In many divorces, a qualified retirement plan (such as a 401k) can be the largest asset for the spouses to divide. This is especially true when there isn’t a house at stake. While each employee should be familiar with the rules (or be able to talk with their plan administrator), this can be a big challenge for the non-employee spouse. In most cases, the spouse has had little or no knowledge of the qualified plan details, because that’s what the employee spouse usually did.

Estate Planning Investment Planning Divorce Planning Retirement Planning
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