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I talk about financial freedom all the time. But- what does financial freedom really look like? Well- for me, it looks like this: A view of the ancient city of Toledo, Spain, spread out like a [...]

If your divorce has become final during 2020, there are some important points to be aware of, and to discuss with your CPA or tax preparer, before April 15 comes around again (or May 17th this [...]

So you’ve tackled your “now.”  What’s next? The next step is to start planning what the future looks like. Talk about what you each see and expect out of the next few decades. How do you want to [...]

For most of us, a house is more than just a box we sleep in and fill up with stuff. It’s our home — the place where we create and live our lives, feel safe and raise our children. Walking from [...]

It’s still the beginning of the year, and tax time is just ahead. This is when many people take stock of where they are, financially. What might you get back as a tax refund? What might you owe? [...]

You’re arrived. You have successfully navigated through the years of children-induced sleep deprivation the rigors of moving up that corporate ladder. Your middle age years are the ones that [...]

I have been asked many times about rebuilding after the unexpected has happened. Let me ask three key questions. Is there anyone at all on whom you are at least partly financially dependent? What [...]

I’ve been working with “Sheila” for a few months now – developing her divorce financial plan. She’s certainly not a-typical – there is a lot to consider. Three children, a small business, merged [...]

Marrying again makes estate planning more involved. How do you provide for everyone you love? Should you provide for everyone you love? How do you arrange to transfer wealth in a way that won’t [...]

Your attorney may not be available to assist you with this part of the divorce follow-up.  Often, once the documents are signed and the divorce approved by the judge, your attorney’s job is [...]