Divorce and Taxes

As a Financial Planner and CPA I am often asked about issues relating to finance as one goes through divorce. The following is a list of 19 rules that generally apply to finances and divorce. Because every situation is different this list is not all inclusive. You should consult the …

Long-term Investments

We’ve already established that trying to get in and out of the market at the right time is a losing battle. How, then, should you be managing your long-term investment portfolio? Asset allocation is the first step.

Ask a Lawyer: Disabled and under reporting at Social Security

Question: I have been approved for SSDI medically but just got declined because SS says I don’t have enough quarters reported in the last ten years. I have been involved in running, managing or contributing to the practice for over 12 years…2 year of which I worked full time in …

Divorce: Financial 411 for your Attorney

In your initial consult with your divorce attorney, he or she will likely spend most of the initial meeting getting an idea of the broad generalities of your case. Your attorney, during that first consult, will be able to tell you what to commonly expect regarding child custody and child …

Financial 101 For Your Attorney

What if wife voluntarily quits her job for lesser paying job?

Question: I have been divorced over 5 years. I pay no child support. I have joint legal and joint physical custody of my son. We get along fine and trade days, weeks, eves, etc. with absolutely no problems. Recently, my ex has become very serious about changing jobs. Because of …