Why “Equal” Isn’t Always Fair in Divorce Settlements
There comes a point in divorce when so much of your life seems to end up on a spreadsheet.
The house has a value. Retirement accounts have balances. Investment accounts are listed. There may be stock compensation, deferred compensation, or other assets that need to be divided. After everything has been gathered and valued, the settlement may appear to divide things right down the middle.
Understanding Retirement Accounts in Divorce
Retirement accounts can be one of the more confusing pieces of a divorce settlement. You may see a 401(k), IRA, or pension listed among your assets, but understanding what those accounts are worth to you and how they are divided is not always as simple as looking at the balance.
When Your Priorities Shift, Your Financial Plan Should Too
A financial plan is built around your life, not just your numbers. It considers your income, expenses, savings, investments, family, career, and the goals you are working toward. Over time, those pieces naturally evolve.
Elections Matter. But Should They Change Your Investment Plan?
US elections often bring questions about what a change in Washington could mean for markets. A new president, a shift in control of Congress, or divided government can all influence expectations about taxes, regulation, spending, and other policies.
Why Renting in Retirement May Deserve More Consideration Than Many People Realize
For much of our lives, homeownership is viewed as an important financial goal. Many people spend decades working toward owning a home, paying down a mortgage, building equity, and creating a place that reflects years of memories and accomplishments.
10 Social Security Facts Women Should Know About Divorce
Whether Social Security is on your mind today or still years away, understanding a few key rules can help you feel more informed about your future.
When One Spouse Retires First: Navigating the Emotional Shift in Your Relationship
If you and your spouse are planning to retire at different times, one of the most important steps you can take isn’t just deciding when to retire, it’s understanding the impact of that transition.
The First Financial Steps to Take After Divorce
Divorce may be final, but there are often a few financial details still to work through. Here are some practical first steps for getting organized and moving forward.
Roth Conversions: Why Timing Can Play an Important Role in Retirement Planning
If you are approaching retirement or have recently retired, the years between leaving the workforce and beginning Social Security may present planning opportunities.
When You Weren't the Financial Decision Maker in Your Marriage
If you've always relied on your spouse to manage the money, you're not alone. Here's how to move from feeling overwhelmed to making informed financial decisions with confidence.