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Get the latest news and on our blog for wealth management, financial planning and divorce financial planning. We will cover topics such as budget, children, divorce, investing, retirement, loss of a loved one and women’s topics.

Never Let a Financial Crisis Go to Waste
Stacy Francis
July 23, 2021
Americans are following the sage advice of Sir Winston Churchill, who said, “Never let a good crisis go to waste.” After flirting with...
Financial Advisors are Failing the Grade When it Comes to Women
Stacy Francis
June 15, 2021
The financial advisory industry is a male-dominated profession with only 23 percent female Certified Financial Planners™ and only 9% of firms being women-owned....
Financial Infidelity as a Red Flag in Your Marriage
Stacy Francis
May 10, 2021
There is a 40% chance that your spouse is cheating on you, financially. A study conducted by Harris Poll on behalf of the...
I’m Going Through a Divorce – What is My Tax Filing Status?
Stacy Francis
April 5, 2021
Filing taxes is complicated every year but when you combine that with the uncertain process of going through divorce, the rules are even...
Demographics of the Financial Planning Industry Must Change Before Women Can Recover from Disproportionate Economic Damage Resulting From COVID-19
Stacy Francis
March 24, 2021
Women have been disproportionately affected by COVID-19 in many ways, but perhaps most drastically in terms of their finances. Prior to the pandemic, women...
Finding Assets Hidden in Plain Sight
Stacy Francis
February 4, 2021
Not surprisingly, assets are often hidden in a divorce situation. There are many motivating factors which might lead a spouse to be mum...
A Guide to Life and Health Insurance for Women, During and After Divorce
Stacy Francis
January 11, 2021
While health and life insurance are not necessarily the most exciting financial topics, the number of individuals Googling the terms has skyrocketed during...
Top Estate Planning Mistakes Divorcing Women Make
Stacy Francis
January 4, 2021
Divorce is never an easy time. It can be a huge adjustment period for most people, but women, in particular, often find that...
Why Fees Matter
Stacy Francis
December 7, 2020
More and more people are turning to financial advisors to guide their financial planning and investment management. These often life-long relationships with advisors...
Evaluating Your New Stock Options
Davon Barrett
October 27, 2020
The Coronavirus pandemic continues to make an indelible impression on the job market, and the volatility is unlikely to end anytime soon. Although...
Do I Divorce During COVID or Wait?
Stacy Francis
October 13, 2020
Over the last several months, therapists have seen more marital conflict due to COVID-19. It turns out that, for couples who already have...
Tax Moves That Will Save You Thousands of Dollars in a Biden Presidency
Stacy Francis
October 1, 2020
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...