Post Divorce
Market Volatility and Investing
With decades of experience working with clients’ portfolios I know how market volatility makes investors uncomfortable. Every time the markets would have big swings up or down, I would get a call from a few clients wondering if they needed to make changes to their portfolio. Despite having built good solid portfolios with high quality…
Read MoreHow to Handle Sudden Wealth
Sudden wealth can be a result of many different situations; inheritance, sale of a business, and even divorce. Any of these financial windfalls can also be accompanied by an emotional burden. How do I honor the loved one that left me the money? How do I honor myself by taking care of the hard-earned money…
Read MoreKnow Your Budget
One of the most important financial pieces of information you need to know while going through a divorce is, what does it cost to live every month? No matter what type of financial settlement you will be receiving, it is imperative that you know your monthly budget. What are the monthly expenses for the kids…
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