Monthly Archives: September 2014

Today’s Alert: Navigating Pre and Post Marital Contracts

My Today’s Alerts series highlights ideas generated in my divorce financial advisory practice. Your intended or new spouse asks you to sign his or her pre or post marital agreement.  You trust your new partner don’t you?  He or she has your interests at heart, after all. So, just sign it and move on. But what will … Continue reading Today’s Alert: Navigating Pre and Post Marital Contracts

Today’s Alerts: The Most Important Part of the Tax Return

My Today’s Alerts series highlights ideas generated in my divorce financial advisory practice. When I look at a tax return I’m generally looking for previously unidentified income streams, accounts, businesses, and property.  One thing I don’t want you to miss is found in the taxes and refunds section. Refunds can be applied to taxes next year. In divorce, this is … Continue reading Today’s Alerts: The Most Important Part of the Tax Return

Today’s Alert: Hidden Cash Found! Dividing Assets in Divorce

My Today’s Alerts series highlights ideas generated in my divorce financial advisory practice. For many divorcing couples, cash is tied up in their home or retirement plans.  But couples need available cash to start their lives over again. What can couples do? As always, consult your attorney as to whether you are able to sell assets or … Continue reading Today’s Alert: Hidden Cash Found! Dividing Assets in Divorce

Today’s Alerts: A Team Approach Makes Divorce MORE Affordable

My Today’s Alerts series highlights ideas generated in my divorce financial advisory practice. Adding expertise saves real money. I recently met with an attorney who told me he spent four hours on the internet trying to understand a client’s pension and retirement accounts.   I wasn’t surprised.  This attorney is thoughtful and thorough, but I couldn’t help … Continue reading Today’s Alerts: A Team Approach Makes Divorce MORE Affordable