Divorce and Pension Plans – Valuation and Planning
Mar 14, 2025
Pension plans, particularly defined benefit plans, present unique valuation and division considerations during divorce. Understanding these
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Divorce and Estate Planning: Essential Updates Post-Divorce
Mar 14, 2025
Estate planning, often misconstrued as a privilege of the wealthy, is a necessity for anyone seeking to secure their assets and ensure the well-being
How to Prepare for a Divorce: Organize Assets and Liabilities
Mar 10, 2025
In divorce, the process of identifying and organizing your assets and liabilities can be an overwhelming experience, particularly if you weren't the
Divorce and Debt: General Financial Considerations
Mar 10, 2025
The division of debts is often one of the most contentious aspects of a divorce. Whether you reside in an equitable division state or a community
Financial Considerations for Dividing Assets in Divorce
Mar 10, 2025
Divorce is rarely easy, and the division of assets can be one of the most complex and emotionally charged aspects of the process. Understanding the
Setting Up the Right Investment Strategy After Divorce
Mar 7, 2025
Managing your investments after a divorce can feel challenging, but it's also an opportunity to take control of your financial future. Here’s a
Divorce and Taxes: Five Common Mistakes to Avoid
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA It's easy to get caught up in the legal and emotional complexities of a divorce and overlook the significant financial
How to Prepare for a Divorce: Building the Right Team
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA How to Prepare for a Divorce: Hiring the Right Team When high-net-worth couples decide to divorce, the first thing
The Wealth-Health Connection: Why Your Financial Future Depends on Your Physical Presence
Dec 30, 2024
By Brian Matthys, DO In our relentless pursuit of financial success, we often overlook a fundamental truth: wealth without health is meaningless. The
Missouri Real Estate Property Tax Freeze for Seniors
Dec 4, 2024
By Cindy Richey, CFP®, CDFA® In October, the state of Missouri expanded eligibility for the senior property tax credit program. Under the new rules,
Navigating Today’s Economy: Insights on Interest Rates, Inflation, and Housing with Economist Marci Rossell
Nov 11, 2024
In a recent conference call hosted by Prosperity Planning, economist Marci Rossell, Ph.D., shared valuable insights on the current state of the
Top 5 Wealth Management Phishing Scams
Oct 25, 2024
Mike Jackson, President, Pendello Solutions Wealth management clients are increasingly targeted by sophisticated phishing scams that can lead to