10 Tips for a Cheap Divorce: Save Money and Simplify Your Split
Divorce doesn’t have to break the bank. Discover 10 essential tips to navigate your separation affordably and with ease, ensuring a smoother transition…
Why You Need a Certified Divorce Financial Analyst Today
Divorce is more than an emotional journey; it’s a financial crossroads. A Certified Divorce Financial Analyst (CDFA®) can help you understand the real dollars-and-cents impact of settlement decisions—so you can make choices that protect your long-term future…
Navigating Divorce: Financial Steps to Reduce Stress
Divorce can feel overwhelming—emotionally and financially. While time helps, there are practical actions you can take early to reduce uncertainty and protect your long-term stability. Below are concrete steps to consider once you know divorce is moving forward…
How Taxes Work in a Brokerage Account (and How to Manage Them)
If you’ve ever wondered how brokerage accounts are taxed, you’re not alone. It can be confusing, but understanding it can save you money and stress…
12 Costly 401(k) Pitfalls—and Practical Ways to Steer Clear, Whether or Not You’re Going Through Divorce
If you’ve been saving for retirement for years (or decades), you’ve already done the hard part: you built the habit. Now the goal shifts from “save something” to “save smart”—so your 401(k) is positioned to support the lifestyle you want later.
7 Tax-Wise Strategies to Strengthen Your Finances, Whether or Not You’re Going Through Divorce
As your income grows, so does the amount the IRS expects from you each year. Without a deliberate plan, earners can end up sending tens—or even hundreds—of thousands of dollars more than necessary to the government over time…
Updating Beneficiaries When You Divorce
Reviewing who you’ve named as a beneficiary is a key part of the divorce process…
401(k) Withdrawal Taxes Explained: Rates, Rules, and FAQs
You’ve spent years building up your retirement savings—now the big question is how much of that money you actually get to keep after taxes…
Divorce Laws in New York: Plain-English Guide (2025)
Thinking about divorce in New York? This guide explains the legal basics—ways to end a marriage, grounds, property division, support, custody, the filing process, timelines, and special situations—in clear, practical language…
Should You Shrink Your Space in Retirement? Pros and Cons to Weigh
Homes hold decades of stories—birthdays, holidays, everyday comfort. As retirement approaches, a hard question often surfaces…
The Five Core Building Blocks of Personal Finance
Money won’t organize itself. Without direction, it can end up steering your choices…
Considering Divorce in Your 60s: Benefits, Drawbacks, and What to Weigh
Ending a marriage in your 60s is a major life choice with meaningful upsides and real tradeoffs…
6 Ways to Lighten Your Tax Load
Paying taxes is part of life—but overpaying doesn’t have to be. With deliberate planning and the right mix of tactics, both high-net-worth households and everyday earners can trim their bill…
11 Ways High Earners Can Trim Their Tax Bill
When you’re in a top bracket, every extra dollar is taxed at higher rates—which can noticeably shrink take-home income…
Fee-Only Financial Planning: Why Transparent Pay Protects Your Wealth
Holistic planning across investments, taxes, and risk—delivered with straightforward fees, no sales commissions or hidden incentives...
Intentionally Defective Grantor Trusts: Understanding the Key Drawbacks
Intentionally Defective Grantor Trusts (IDGTs) are often highlighted for sophisticated estate-tax and wealth-transfer planning. Yet the same features that make them powerful can also create friction, costs, and constraints you’ll want to understand before moving forward…
When Your W-2 Doesn’t Tell the Whole Story for Child Support
Child support in many states is generally based on gross income…
8 Principles for Child-First Co-Parenting After a Split
Parenting on separate teams can feel complicated and draining. Yet thousands of parents manage it well every day—and their kids thrive…
Divorce After 50: Why Bringing in a CDFA® Can Change the Outcome
Divorce later in life—often called “grey divorce”—comes with challenges that look different from splits earlier on…
The Real Price of Keeping the House After Divorce
Record-low mortgage rates over the last decade let many families buy larger homes with affordable payments…