Blog Archives
Finding Assets Hidden in Plain Sight

Not surprisingly, assets are often hidden in a divorce situation. There are many motivating factors which might lead a spouse to be mum about all the marital money, some of which may include greed, anger, or feelings of betrayal. For some, the fear of not having enough after the divorce drives the desire to hide[…..]
A Guide to Life and Health Insurance for Women, During and After Divorce

While health and life insurance are not necessarily the most exciting financial topics, the number of individuals Googling the terms has skyrocketed during the Coronavirus pandemic. More than ever, people seem to be realizing just how important health insurance is during this time of COVID, and the benefits of life insurance, if there were to[…..]
Top Estate Planning Mistakes Divorcing Women Make

Divorce is never an easy time. It can be a huge adjustment period for most people, but women, in particular, often find that they are affected most by the financial aspects of divorce. According to a report from UBS Global Wealth Management, 56 percent of married women leave control of major financial planning and investing[…..]
Why Fees Matter

More and more people are turning to financial advisors to guide their financial planning and investment management. These often life-long relationships with advisors usually begin with a discussion of your financial goals, the services that the advisor can provide, and the cost of working with the advisor. While it is important to consider the fees[…..]
Evaluating Your New Stock Options

The Coronavirus pandemic continues to make an indelible impression on the job market, and the volatility is unlikely to end anytime soon. Although unemployment remains high, we are also seeing growth in certain sectors, most notably in technology. Many of our wealth management clients have recently been offered new jobs and are in the midst[…..]
Do I Divorce During COVID or Wait?

Over the last several months, therapists have seen more marital conflict due to COVID-19. It turns out that, for couples who already have cracks in their marriage, being cooped up together, 24/7, is like putting salt on an open wound. However, not all unhappy couples are running to divorce lawyers. Robert Moses, a top matrimonial[…..]
Tax Moves That Will Save You Thousands of Dollars in a Biden Presidency

Presidential candidate Joe Biden’s solution to getting the United States out of the coronavirus-induced economic mess is to increase taxes on the wealthiest Americans and corporations. The tax code will inevitably be one of the critical engines needed for the nation to start digging itself out of its current fiscal challenges. Biden released a 110-page policy[…..]
Financial Abuse – The Most Common Type of Abuse That Far Too Many Ignore

What is Financial Abuse? Financial abuse is rarely acknowledged, and yet it is one of the most common types of abuse. It often goes unrecognized, and how it presents itself in relationships can be varied. The goal of the abuser is to manipulate, intimidate, and threaten the victim through finances in order to entrap the[…..]
Preparing for a Return to the Office and School

Due to COVID-19, millions have lost their jobs and become financially unstable. As the world slowly emerges from this pandemic, we may find new financial obstacles before us in the future. Many of us have been “sheltering in place” due to the virus and the accompanying social-distancing regulations, and this, in itself, has affected people’s[…..]
3 Steps Women Can Take to Recover and Rebound Financially From the Pandemic

Women’s Equality Day, celebrated every August 26th, commemorates the passage of women’s suffrage, granting women the right to vote in the U.S., in 1920. This holiday reminds us of the hurdles overcome by women, and the many grave risks heroic women faced to propel the women’s movement forward. Despite chipping away at the glass ceiling[…..]