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FIDUCIARY FEMALE-OWNED FEE-ONLY

Posts Tagged ‘divorce’

Using an SPIA to Purchase Life Insurance

Submitted by DYSNYD Because we also work with older, high net worth clients, we have uncovered the need for life insurance, either to provide estate liquidity or for the purpose of increasing a family legacy. Whatever the reason, a life insurance policy is a major purchase for older clients, often requiring the payment of large…

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The Price of Free Advice

Joanna made plans to celebrate.  At 10:06 am on February 22nd, 2007, her divorce was finally final!  A bit too early to enjoy an adult beverage, she headed straight for the outlets.  Retail therapy was in store and she looked forward to some healing!  Have any friends who’ve done this?  The people who love Joanna…

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When Graft is a Good Thing

Some Thursdays are just another day of helping clients manage their financial lives, divorcing couples navigate a good financial outcome, and helping those with less funds get started through online planning. Today’s Thursday involved a midday break to attend a celebration of life ceremony for a friend’s brother who died unexpectedly. Danny, as I briefly knew him, is one…

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Divorce

Just the word, divorce, can be upsetting to some people. But this word describes best what is actually happening. We could say transition, dissolution, disunion, split or several others. The reason we use ‘divorce’ is because it describes a legal declaration dissolving a marriage and our work in this area is focused solely on the…

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