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PWA Blog
Keep up to date on topics that impact your life and your world.
Estate Planning Post-Divorce
Divorce brings about significant life changes, and one often overlooked aspect is the need to update your estate plan. Your existing will, trusts, and beneficiary
Maximizing Your Retirement Savings: Tips for Child-Free Couples
Retirement planning looks different for every couple. For those without children, it presents unique opportunities and challenges. You might have more flexibility in your savings
How Does My Prenuptial Agreement Impact My Divorce?
A prenuptial agreement, often referred to as a “prenup,” is a contract entered into before marriage that outlines how assets will be divided in the
PWA Videos
Stay in the know about the issues that matter most to you.
Navigating Divorce with a Certified Divorce Financial Analyst®
A Certified Divorce Financial Analyst (CDFA) is your financial compass during divorce. They help you understand your assets, liabilities, and future financial needs, ensuring a fair settlement and minimizing tax consequences. With a CDFA by your side, you can navigate the complexities of divorce with greater confidence.
Divorce & Property: The Essentials of Non-Marital Property
Non-marital property is generally assets owned by one spouse before marriage or acquired during marriage through inheritance, gift, or personal injury settlement. Unlike marital property, which is typically divided between spouses upon divorce, non-marital property is usually retained by the owning spouse. While this seems straightforward, complications can arise, such as when non-marital assets are commingled with marital property or when the property’s value increases during the marriage. To protect your rights and ensure a fair outcome, seeking legal counsel is essential.
Mastering Divorce Conversations: Strategies to Deescalate Conflict
Divorce can be an emotionally charged experience, filled with anger, resentment, and sorrow. Communication during this time can be especially difficult, as conversations often turn into arguments. By following the strategies in this video, You can start to have more productive conversations with your soon-to-be ex-spouse. Remember, communication is key to navigating the complexities of divorce.
Our Holistic Approach to Wealth
Many people equate financial planning with investing. Though the two go together, the practice of investing reflects only a small segment of you and your long-term financial situation.
Similarly, we view financial wealth as just one segment of your total wealth which includes your natural, cultural, spiritual, and financial capital. Our goal is to help you to discover a greater purpose for your financial wealth as it relates to your total wealth, and then to translate that purpose into a financial plan.
Planning for financial health and well-being is a constantly evolving task. To accommodate the ever changing nature of ourselves and our world, our personalized plans are built to adapt and pivot as life unfolds.
As financial professionals, our partnership with Raymond James, one of the largest broker-dealers in the country, allows us access to some of the most robust, up-to-date research in the industry. And our constantly evolving commitment to our clients frankly never ends.
