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Taxes After Divorce: Common Tax Savings Strategies
Apr 4, 2025
Navigating the financial landscape after a divorce can be daunting, especially when it comes to taxes. The shift from joint to individual filing,
Post Divorce Checklist: Steps to Take Once Your Divorce is Finalized
Apr 2, 2025
You have just signed your final divorce decree, memorializing an end to what was likely a long and emotionally draining process. However, the work is
Divorcing With a Business or Private Investments: Key Financial Considerations
Mar 14, 2025
Divorce is rarely simple, but when business ownership and private investments are involved, the complexities multiply. Unlike dividing household
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