Displaying 27 results
Ensuring alimony payments continue despite premature death
One of the most effective ways to secure alimony against the risk of premature death is through life insurance.
Fearless conversations with clients about divorce can change lives
‘I want to help people figure out what the future looks like and make sure they're going to be OK,’ says advisor at Halbert Hargrove.
Helping clients prepare for a gray divorce
With less time to rebuild their nest egg, weather volatile markets, or work longer, older couples are at financial risk and need expert advice.
Helping clients through divorce is the ‘most rewarding feeling’
A focus on divorce is a 'highly needed area,' advisor says.
Financial infidelity, credit card debt behind one-third of divorces
A poll of divorced Americans sheds light on the role of debt in separations and the financial fallout for divorcees.
Divorce and retirement: It’s a matter of trust
It's in your best interest to have a collaborative team that's working together, as well as someone who knows the divorce laws in your state and someone who knows finance.
Social Security rules when divorcing a younger husband
An ex-wife must wait for her former husband to turn 62 to claim benefits on his record.
Divorce complicates Social Security claiming options
The length of the marriage, whether the individual claiming benefits has remarried, and the age at which they're claiming all affect benefit amounts.
Adviser brings balance to clients’ divorce proceedings
Aviva Pinto found her niche when she realized most divorces include a 'non-monied' spouse in search of financial footing.
Serial spouse has several Social Security claiming options
The woman, who's twice divorced and widowed, can select the biggest of the benefits available.
How one adviser came to specialize in serving divorced women
Chris Chen, who began developing his niche 12 years ago, said advisers should identify niches that are as specific as possible.
The Gates divorce: Lessons for financial advisers
Advisers should note that no matter how stable a relationship may seem, contingencies should be baked into estate and financial plans in case of divorce, especially for wealthy clients, experts say.
Getting divorced? Do it right now or pay much bigger tax bill
For divorces finalized starting next year, spouses paying alimony will no longer be able to deduct those payments.
Divorced women declare financial independence
Selling an engagement ring can jump-start savings.
Rise of ‘gray’ divorce forces a financial reckoning after 50
Many widows and divorcees regret not taking part in long-term financial planning when they were a couple.
New tax law likely to make divorce negotiations more acrimonious
Elimination of the tax break divorcees get for paying alimony gives them less incentive to be generous to their former spouse.
Dividing retirement assets when divorcing abroad
Wealth spread across borders is subject to special rules — and special strategies to deal with them.
Gray divorce presents Social Security challenges
Length of marriage, years since divorce and age of ex-spouses affect claiming options.
Ask the Ethicist: What happens when an adviser gets caught in the middle of divorcing clients?
There are several ethical breaches in this tale, and not all of them land at the feet of the adviser.
Your divorce may trigger hidden 401(k) fees
Getting a record keeper to fill out a legal document needed to divide a retirement account could cost more than $1,200.
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