Mark's Blog

Why working with a financial planner in divorce makes a big difference

My purpose, each time I sit down with an individual facing divorce, is to make the financial planning process more accessible. This is an...

Checklist- Living Separately Under the Same Roof

In many states, your date of separation has legal implications. If you and your spouse are still living in the same house for economic or...

Why You Should Definitely Never Try to Hide Assets During a Divorce

Understand the Penalty for Hiding Assets During a Divorce You feel angry. Betrayed. Frustrated and furious. Divorce rarely brings out the...

What to Do If You Find Out that Your Husband Hid Money From You During Your Divorce

Many divorces are downright nasty, especially if a lot of money is on the line. A high-earning spouse isn’t exactly happy to hand over...

3 Simple Strategies to Think Independently in Divorce

There’s no question that divorce brings a whole host of questions and uncertainty. As financial planners we get asked what some of the...

Divorce through the lens of a financial planner

Control. Confidence. Closure. There is little doubt that the anticipation of divorce will cause fear of what the future will look like....

WEEKLY FOCUS – Trusts Can Provide Solutions to Planning Quandaries

Trusts are often associated with end-of-life planning to ensure assets are managed and held for another person’s benefit. They’re used to...

Making up for Lost Time

Almost 60% of Baby Boomers admit being behind in saving for retirement, and there are untold others who don’t even know where they stand....