Recent Blogs
Archive
Divorcing With a Business or Private Investments: Key Financial Considerations
Mar 14, 2025
Divorce is rarely simple, but when business ownership and private investments are involved, the complexities multiply. Unlike dividing household
Divorce and Pension Plans – Valuation and Planning
Mar 14, 2025
Divorce is a complex process, and the division of assets can be one of the most challenging aspects. Among these assets, pension plans, particularly
Divorce and Estate Planning: Essential Updates Post-Divorce
Mar 14, 2025
Estate planning, often misconstrued as an exclusive domain of the wealthy or elderly, is a fundamental necessity for anyone seeking to secure their
How to Prepare for a Divorce: Organize Assets and Liabilities
Mar 10, 2025
In divorce, the process of identifying and organizing your assets and liabilities can be an overwhelming experience, particularly if you weren't the
Divorce and Debt: General Financial Considerations
Mar 10, 2025
Divorce is a complex process, and the division of debts is often one of the most contentious aspects. Understanding how your state handles debt
Financial Considerations for Dividing Assets in Divorce
Mar 10, 2025
Divorce is rarely easy, and the division of assets can be one of the most complex and emotionally charged aspects of the process. Understanding the
Setting Up the Right Investment Strategy After Divorce
Mar 7, 2025
Navigating the responsibility of managing your investments after a divorce can feel challenging, but it's also an opportunity to take control of your
Divorce and Taxes: Five Common Mistakes to Avoid
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA Divorce is a deeply personal and often turbulent experience. It's easy to get caught up in the legal and emotional
How to Prepare for a Divorce: Hiring the Right Team
Feb 13, 2025
By Dan Reiter, CFP®, CPA, CDFA How to Prepare for a Divorce: Hiring the Right Team When high-net-worth couples decide to divorce, the first thing
The Wealth-Health Connection: Why Your Financial Future Depends on Your Physical Presence
Dec 30, 2024
By Brian Matthys, DO In our relentless pursuit of financial success, we often overlook a fundamental truth: wealth without health is meaningless. The
Missouri Real Estate Property Tax Freeze for Seniors
Dec 4, 2024
By Cindy Richey, CFP®, CDFA® In October, the state of Missouri expanded eligibility for the senior property tax credit program. Under the new rules,