Posts Tagged ‘Certified Divorce Financial Analyst™ (CDFA)’
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 reality or that someone lacked the capacity to understand the math involved, you…
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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 retain the majority of household responsibilities including child rearing. They naturally trust their…
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6 Ways Lawyers & Mediators Ask Me To Assist In Divorce Cases
Last month, an attorney/mediator found me by doing a search that led him to members of the Association of Divorce Financial Planners. In our first meeting, he admitted to me that he “wasn’t great with highly complex financial issues.” What he meant was: he didn’t consider himself efficient or proficient in analyzing complex settlements or…
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4 Rookie Mistakes “Chumps” Cheated on Make…
Last week, I flew to Washington DC for the weekend in order to attend a book launch and after-party for author Tracy Schorn at the National Press Club. Not only does Tracy write the daily blog chumplady.com, with over 10 million views, but her new book Leave a Cheater, Gain a Life is a #1…
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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 people are afraid to have. What happens if and when those…
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Should You Execute a Postnup or File for Divorce?
If you’re the higher wage earner married to a husband who is chronically “underemployed,” this can cause a lot of resentment. Over time, resentment stemming from an imbalance of money or imbalance of responsibility spills over into other areas and, subsequently, degrades a marriage. Recently, a reader of this blog requested I write on this topic, as…
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That Son of a B*#!h Took My Dependent! What Do I Do?
I clicked the e-File button to submit a last-minute client’s tax return. Within minutes, the IRS pinged me in their cryptic code: “Another taxpayer has claimed this dependent in a tax return already filed.” When that happens, there can only be two scenarios: either somebody has stolen their child’s identity or their ex-spouse has beat…
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3 Details NOT to Be Put Off to Your “Post-Divorce” Checklist
Most people don’t realize there is anything left to do after the divorce agreement is finalized. Once they’ve hammered out the details of the divorce settlement, signed on the dotted line, and accepted their fate, many clients assume that their attorney is going to take care of all the transitional issues for every item. However,…
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Put Your Money to Work Toward Your Future
Perhaps you are newly divorced or are going to be filing your tax return without your spouse for the first time this year. Failure to plan ahead can result in an unexpected tax liability. However, with proper planning, you may find yourself in the fortunate position of receiving a refund. Here are some suggestions about…
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Should I Try to Keep the House? (Divorce & Mortgage Issues)
One of the most complex questions in litigation or mediation is, “Should I try to keep the house?” This calculation requires accurate financial analysis prior to negotiation to evaluate whether (or not) it’s a worthwhile want. Because the marital home is such an emotional trigger, it often leads clients to override logic with wishful thinking—“Yes,…
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