This article wraps up our series on financial planning issues related to divorce. We’ve covered a lot of ground so far. We’ve discussed cash flow, taxes, and long-term planning and insurance as well as ways...
Thrive. A word of hope and fulfillment. Merriam-Webster offers one definition as “To progress toward or realize a goal despite or because of circumstances.” A connotation that you’ve gotten over the hurdle and landed on...
Many life transitions come with financial planning opportunities or decisions. Job changes, selling a business, retirement, death, and divorce are just a few examples of when financial planning becomes more important. This quarter, we continue...
As financial planners, we walk with our clients through the changes and transitions in their lives. Many are phases of life that people envision and plan for, like education, marriage, children, and retirement. But some...