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A client who retires alone after creating a plan for two calls for strategic rethinking. Help divorcing clients make decisions that won't leave them trapped by a bad relationship many years later.
In recent years, pension and tax laws have become increasingly complex—and the number of potentially costly mistakes in these areas has grown exponentially. Here's how you can help.
For some couples, retirement benefits may be among the most valuable assets at stake during divorce proceedings. Make sure you understand the options for both defined-contribution and defined-benefit plans.
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Social Security and Medicare Workshop
With Elaine Floyd, CFP®
May 12–15, 2025
The Discovery Meeting Workshop: Transform Your Discovery Process
May 19–20, 2025