Wealth Management Process
Divorce Planning Process
Read our blog
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.
Women – Underpaid and Overloaded: COVID-19 Exposes The Cracks in Our Society and Financial System
June 1, 2020
The COVID-19 pandemic is further exposing the financial inequities between men and women and is threatening to undo the few steps forward women...
Coronavirus Market Swings Can Lead to Amygdala Hijack
April 15, 2020
Our brains are wired to look for danger and react quickly to an approaching attack; however, the most recent threat is invisible, but...
Francis Financial’s Response to COVID-19
March 17, 2020
First and foremost we hope you and your loved ones are staying healthy during this unprecedented time. In this time of social distancing,...
Keeping the House Post-Divorce Has Gotten More Affordable
February 27, 2020
The question of whether to keep or sell the family home after divorce is tricky. You’ve got to set your emotions aside and...
The Impact of Coronavirus on the Markets
February 24, 2020
Over the weekend, news broke out about the coronavirus taking a larger hold outside China, as new cases were confirmed in Italy, South...
What the Oscar Nominated Movie, Marriage Story, Left Out About Finances in Divorce
February 9, 2020
Marriage Story is applauded as a heroic and truthful divorce story, but despite its very real portrayal of the emotional toll divorce can...
Should You Change Your Retirement Strategy Because of the SECURE Act?
February 4, 2020
The Setting Every Community Up for Retirement Enhancement (SECURE) Act was signed into law on December 20th, 2019. This Act made sweeping changes,...
Understanding Separate vs. Marital Property in Divorce
January 23, 2020
Being able to identify and assess the value of all of your assets is one of the most crucial aspects of the divorce...
Top 5 Biggest Money Mistakes in Divorce
October 29, 2019
Statistics show that divorce directly affects over 4 million people each year – husbands, wives, children, parents, co-workers – every year! Some are...
Women’s Equality Day — Why Are Women Still Financially Behind After Nearly A Century After Getting the Vote?
August 26, 2019
Women’s Equality Day is observed on August 26th every year to commemorate the right of women to vote in the U.S and, also...
How To Keep Your Information Safe: Capital One Data Breach 2019
August 2, 2019
This week, millions of Capital One customers and applicants have been affected by the reported data breach. A hacker gained access to confidential...
My Love Letter to My Family and My Employees: Disability Income Insurance Demystified
June 24, 2019
I had just dropped my daughter and son off at their elementary school and headed over to a Citi Bike stand to get...
Page 2 of 3
Submit A Question
Questions you want answered
Email Me New Episodes