Education
Understanding the Apples and Oranges of Divorce
Why it’s Important to Account for an Asset’s Tax Status when Dividing Accounts You’ve probably heard the expression “it’s like comparing apples and oranges.” When marital holdings are to be divided in a divorce, assets are usually not all “apples.” The following account types are treated differently from a tax perspective, ...
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Five Ramifications of Not Having a Financial Plan
And Why Financial Planning is Especially Important Following a Divorce According to Charles Schwab’s 2019 Modern Wealth Index Survey, only 28 percent of Americans have a written financial plan.1 Most of the remaining 72% of Americans said they didn’t have enough money ...
