Category: Financial Tips

New Year, New Beginnings

The start of the new year is a great time to set new intentions. It is time to look forward to a fresh calendar, a fresh start or a reset of a timeline. Financial health goals, just like physical health

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Holiday Spending Hangover? 

The gifts are all given out and unwrapped. The parties are winding down and the reality begins to set in that maybe you stretched your wallet and your stretchy pants a little too far this holiday season. Fear not though,

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Top 3 Financial Tactics to Plan for Your Divorce

This week’s financial tip is courtesy of Tessa Elrod, CDFA, CFP. Tessa’s experience in the financial industry spans over thirteen years and she specializes in working with women going through divorce, as well as divorces involving children with special needs.

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Top Ten Things Left on the Table in Divorce 

In most cases, the obvious assets like bank accounts, vehicles, real property, retirement, etc. are easily identified during a divorce, but many times people overlook assets that are less obvious but can have a lot of value. Here is a

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Debts and Divorce

Just like property, debt needs to be considered and allocated as a part of a divorce settlement. It is common for people to have debt in some form or another or liabilities related to certain assets, like cars or houses,

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Legal Separation and Finances

Some states (not all) have an option for doing a legal separation in family court. This is an actual different legal status from being divorced or being married and it is confusing to some because many people use the term

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Three Pension Lessons Learned the Hard Way

This week’s financial tip comes courtesy of Stephanie Farrar, MBA, CDFA. Stephanie is a practicing CDFA in both Florida and Washington State. She works with couples, individuals, mediators, and attorneys to provide financial expertise during divorce and is trained and

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