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Retirement Accounts

Navigating a High Net Worth Divorce: Financial Insights

As a financial professional working with individuals and families for over two decades, and specifically divorce for nearly 9 years, I've encountered numerous complex cases, especially when it comes...

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What is a Qualified Domestic Relations Order (QDRO)?

Divorce will introduce you to a whole new set of legal and financial terminology, as well as acronyms. Understanding the processes, steps, and orders are essential to having a successful financial...

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Avoid Tax Landmines While Transferring Assets Post-Divorce

Your divorce is final, you can finally breathe and start to rebuild. The next item on your to-do list is complying with your agreements and facilitating the division of property. Transferring...

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Retirement Savings Plans in 2023: What to Expect

You may have heard about the big changes coming to retirement plans and savings options in 2023. Both changes, made by the IRS, benefit employees or those saving for retirement. These changes were...

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Financial Opportunities Surface Within Challenging Spousal Support Changes

The Tax Cut and Jobs Act (TCJA) that went into effect this year for divorcing couples has drastically changed the financial landscape for individuals from prior years. The most significant...

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Saving for Retirement after Divorce

In working with clients throughout Colorado, many divorced women do not save much for retirement. This is especially true if 100% of their income is coming from maintenance payments. It’s important...

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How Does Market Uncertainty Impact My Divorce?

During this time of bear market territory, high inflation, stock market volatility, and the threat of a recession, your money simply won’t go as far. You might wonder how these volatile market...

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Property Division Values, Part 1: Retirement Accounts

When dividing assets in divorce most people, individuals, mediators and attorneys alike, tend to focus on the property division spreadsheet. Current values of assets are listed along with...

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