Divorce Financial Planning

Community Versus Separate Property Appealed

Friday, July 9th, 2010

In Re Marriage of Buie-Neighbors – Community Versus Separate Property Appealed
Colleagues of mine, Jim and Tony Dunne of Dunne and Dunne Family Law, recently won a reversal of an interesting property division issue on appeal to the Fourth Appellate District of California. The case was certified for publication and Filed December 1st 2009. Following is [...]

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Posted in California Divorce Dictionary, Community Vs. Separate Property, Consumer Education: Divorce, Divorce Financial Planning, asset division | No Comments »

IDFA 2010 Survey: Recession and Divorce

Thursday, July 8th, 2010

The Institute for Divorce Financial Analysts recently completed a survey of it’s membership. Almost two hundred members responded from around the United States.
69% of Certified Divorce Financial Analysts said they had seen clients who could not afford to get divorced because of recession-related financial problems.
When asked to assess the difference that current economic conditions have made [...]

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Posted in Attorney Education, Collaborative Divorce, Consumer Education: Divorce, Divorce Financial Planning, Professional: Neutral Financial Professional, Uncategorized | No Comments »

Emotional Decision-Making can be Irrational

Monday, June 28th, 2010

Would you pay $28 for a $20 bill. Some people would. Learn how Behavioral Finance can help us understand why.
“Research shows that there are conditions under which an individual is willing and quite happy to pay $28 for a $20 bill at auction. Some have written about how we can apply Einstein’s theory of relativity [...]

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Posted in Behavioral Finance, Divorce Financial Planning, MorningstarAdvisor.com, Professional: Neutral Financial Professional | No Comments »

Financial Advisors as Architects of Decision Making

Tuesday, June 8th, 2010

“Experience as financial advisors has taught us that truly meaningful and productive advisory relationships are created when we place ourselves as architects of the client’s financial decision-making process rather than as the judge and jury of the best and most-rational economic outcome.”
The quote above has been excerpted from most recent article in a series I [...]

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Posted in Behavioral Finance, Divorce Financial Planning, Post divorce financial planning, Professional: Neutral Financial Professional | No Comments »

Eleven financial strategies to consider during your divorce

Tuesday, June 1st, 2010

1)       IRS rule 72(t) allowing hardship withdrawals without the 10% penalty from 401(k) plans during divorce can help cash flow problems during dissolution proceedings;
2)       The Government Pension Offset and Windfall Elimination Provision are federal Social Security rules that often unexpectedly reduce Social Security retirement benefits in divorce situations and may cause inequity;
3)       An apples to [...]

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Posted in Consumer Education: Divorce, Consumer Education: Estate Planning, Consumer Education: Health Care, Consumer Education: Retirement Planning, Consumer Education: Taxes, Divorce Financial Planning, Post divorce financial planning, Professional: Neutral Financial Professional | No Comments »

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