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The CDFA can help financial planners as more older Americans divorce — putting retirement savings, estate plans and big assets on the line.
November 20 -
From ordinary couples to the ultrarich, people of any wealth level are vulnerable to financial abuse and domestic violence. Wealth managers, who can see into a household's finances, can make a difference.
October 24 -
Advisors weigh in on how to help clients with the financial side of tying the knot — from prenups to budgeting for the big day.
September 6 -
Divorce is going up for older couples, who make up the majority of clients in wealth management. Experts from across the industry share how to help.
August 6 -
The contracts can shield one spouse from another's debt and spell out what happens when one party earns more than the other.
September 15 -
Lower investment values, lost wages, and high home prices make this an expensive time to split.
July 25 -
Problems can arise when one soon-to-be ex-spouse is actively participating in the cryptocurrency market while the other has minimal comprehension of the technically sophisticated product.
April 6The Law Offices of Sean M. Cleary -
The Robertson Stephens financial advisor discussed how marriages and relationships are changing during the coronavirus.
July 28 -
This rise of the so-called grey divorce has created a number of uncommon and complex issues for retirement accounts.
January 14 -
Many clients are “denying themselves today for fear of what could happen tomorrow,” an expert says.
August 23