Certified Financial Planner

When a Windfall Comes Your Way

Getting rich quick can be liberating, but it can also be frustrating. Sudden wealth can help you address retirement saving or college funding anxieties, and it may also give you the opportunity to live and work on your terms. On the other hand, you’ll pay more taxes, attract more attention, and maybe even contend with jealousy or envy. You may also deal with grief or stress, as a lump sum may be linked to a death, a divorce, or a pension payout decision.

Financial Mistakes to Avoid During Divorce (Part 1)

Divorce can be devastating, but with careful planning and avoiding these all-too-common mistakes, you can help save your client from financial mistakes that could affect them for the rest of their lives.