Posts about

Retirement Accounts

Do I Really Need a Divorce Attorney?

When people begin the divorce process, one of the first financial questions is often, “How can I keep the cost of divorce as low as possible?”

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Real Estate in Self-Directed IRAs: Hidden Risks in Divorce Settlement

Self-directed IRAs are not something that comes up in every divorce, but when they do, they tend to catch people off guard. The account may appear straightforward on paper as a retirement asset with...

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Empowering Clients and Attorneys in High-Conflict Divorce Cases: The Role of a CDFA

Navigating the financial complexities of divorce can be one of the most challenging aspects of the whole process. This is especially true in high-conflict cases, where disagreements over financial...

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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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