Recent Press Articles

Reuters: Lock-Up the College Funds – 529 Plans and Divorce

Wall Street Journal: Why Post Nups are on the Rise How to Rebuild Your Credit After a Divorce

Fiscal Times: The Best and Worst Ways to Spend Your Tax Refund

Morningstar: How to Close a Retirement Gap Leveling the Playing Field on Your Way Out the Door

USA Today: Pre-Nups and No Nups

US News & World Report: How to Handle Investments When You Divorce

Our SouthBay Profile That Unicorn Ran Off With Your Cash

NBC News: Consider This Before Treating Your 401K as an ATM

The Financial Effects of Alimony

Main St: Paying Off Your Spouse’s Debt Could Lower Both Your Credit Scores

USA Today: Protect Finances in Later-in-Life Divorce

CBS Moneywatch: Prep Now: Ways to Avoid IRS Surprises Next Year

Wall Street Journal: Separation Anxiety. Couples Who Separate Face Similar Issues As Divorcing Couples… And Then Some

NWI: A House Divided: Strategies To Ponder If You’re Planning To Divvy Up Your Properties

Financial Advisor IQ: Smart Advisors Discuss Prenups Early and Often

7 Things You Should Do NOW if Divorce Is Even a Remote Possibility

When Clients Keep a Secret (or Two) From Their Advisors