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Educating and empowering clients to be confident in their financial decisions.

Preparing For Gray Divorce: Save Time & Money by Working With a CDFA

Divorce is never easy and is likely one of the most stressful times you will face. This can be even more true when you’re in your fifties or sixties or even older and have been married for decades, have seen one another through good times and...

5 Tips to Improve Your Post-Divorce Budget

When going through a divorce, you will need to set up a budget for your future. If you’re on your own for the first time in a long time, you may not have given thought to how much rent will be or how much it truly costs to pay for health...

10 Ways to Save Money on Your Divorce

Divorce is expensive. Here are 10 ways to save money on your divorce while still getting sound professional advice. 

Good Financial Planning: How To Protect Yourself In A Divorce

Whether the ink is barely dry on your marriage certificate, or if you’ve been married for a few years or decades, getting a divorce is a mentally, physically and potentially financially draining experience. Here are some basic divorce financial...

Unique Financial Concerns For Grey Divorce


Social Security Benefits and Divorce

Thank you, Mary Salisbury, CDFA, for sharing this guest blog on such an important topic. Additional information about Mary can be found below.

How much spousal support will I get?

One of the most common questions I get is about spousal support. Am I eligible? If so, how much will I get? Will I have to pay spousal support? If so, how much and for how long? While it would be easy to say, "There's a calculation and all you...

Face Your Financial Fears: Values-Based Financial Planning

What are your values surrounding money? Do you have a values-based financial plan in place? Ask yourself: Do you value financial independence or do you value financial security? This is a very important distinction you need to make when you're ...

Grey Divorce Financial Planning

Grey divorce financial planning is crucial for peace of mind as well as your financial security. 

Face Your Financial Fears: Take Control Of Your Income


Did you know there are five ways you can take control of your financial fears? It's true and it'1s what I talked about in a recent episode of my BizTV show

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