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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.
Should You Change Your Retirement Strategy Because of the SECURE Act?
Avani Ramnani
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
Stacy Francis
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
Stacy Francis
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?
Stacy Francis
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
Avani Ramnani
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
Stacy Francis
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...
Know Your Worth: Protect Your Personal Finances in Divorce
Stacy Francis
April 5, 2019
Divorces are very complicated and can take a huge emotional toll on you. The last thing you need is for your divorce to...