Looking Up From the Screen
Look up from your phone…. I’m right over here! Don’t worry. This is not another article about cell phone dependence. It’s about this author and my observations and decision-making process. This New Year’s eve I found myself in a beautiful restaurant surrounded by...
The Myth of Being Fair
Sometimes “even” isn’t really fair. I have a lovely client who came to me when her husband left the family home. After much delay, he finally served her with his self-prepared divorce documents. In learning about his personality and history, I believe he factored into...
How Can You Sleep Well at Night?
Last Saturday, I took a workshop on sleep and well-being. I’ve always been nocturnal and have long considered those hours between 11 p.m. and 2:30 a.m. as bonus hours of “me time” to read for pleasure or watch TV that could not be fit in during the day because of...
But I Have a Financial Planner… Why Do I Need a Divorce Financial Planner?
Do you know the difference between someone who says they’re a “financial planner” vs. a “CERTIFIED FINANCIAL PLANNER™“ professional vs. “Divorce Financial Planner”? I am a CERTIFIED FINANCIAL PLANNER™ professional, (CFP®) who is also a Certified Divorce Financial...
This Season on RHONJ…
It’s a simple concept but somehow it comes up over and over; the ramifications can’t be emphasized enough: Very few women (and men) fully understand the legal and financial implications that their partners’ actions have when married. Whether it’s purposeful denial of...
Divorcing? How to Protect Your Child’s College Funds
Recently, I was quoted in a Reuters article which showcased various ways that families save funds for their children to attend college. Sometimes in my work as a Certified Financial Planner®, I use the example of divorce as a way to communicate one of the best reasons...
Take Control of Your Case. Take Control of Your Future.
Female clients who are the higher earning spouse are trending in my practice. These women are successful professionals who fear they have more to lose in a divorce than their spouses. They’re not only responsible for most of the financial obligations, they often...
Call Me Skeptical But
In over 25 years as a Certified Financial Planner(™) professional, nobody’s ever called me and said, “I won the lottery.” A few have announced they’ve received “unexpected sudden wealth” and want to plan for the rest of their lives. More often, people call me to say...
How and Why to Modify Your Divorce Agreement
Sometimes after a divorce has been settled, circumstances change. Are you aware that there is recourse? You can make financial modifications to the original agreement. Is it better to come to me individually to make the changes, or mediate together? In a post-divorce...
Know How to Protect Yourself Financially Within a Relationship?
When you enter into a new relationship, you display the best version of yourself—the rose-colored glasses are shiny and new. As the relationship progresses, perhaps you decide to move in together. It is at this point that a serious discussion needs to happen—one that...