4 Rookie Mistakes “Chumps” Cheated on Make…

By |May 31st, 2018|

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 […]

Know How to Protect Yourself Financially Within a Relationship?

By |May 16th, 2016|

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 […]

Should You Execute a Postnup or File for Divorce?

By |May 2nd, 2016|

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 […]

That Son of a B*#!h Took My Dependent! What Do I Do?

By |April 20th, 2016|

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.” […]

3 Details NOT to Be Put Off to Your “Post-Divorce” Checklist

By |April 4th, 2016|

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 […]

Put Your Money to Work Toward Your Future

By |March 16th, 2016|

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. […]

Should I Try to Keep the House? (Divorce & Mortgage Issues)

By |March 2nd, 2016|

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 […]

Since Lifetime Spousal Support Is Dying Away…

By |February 16th, 2016|

Once upon a time, in a land far, far away, “marriage, motherhood and homemaking” was considered a practical answer to the dilemma of long-term financial security. Lots of things have changed for better or worse. In the plus column: higher education, greater job opportunities and more “you can have it […]

Good News / Bad News – Tax Facts About Spousal Support

By |February 4th, 2016|

Each tax season in my work as a CFP, I have the unpleasant task of informing a recent divorcee that they have an unexpected and substantial tax liability. It’s a curious phenomenon that during […]

The Hidden Benefits of “Tax Season”

By |January 19th, 2016|

In most marriages, it is not unusual for one spouse to have a more “hands-on” role or a better understanding of the marital finances. For a variety of reasons (fear, control, stereotypical gender roles), […]