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Tag Archives: settlement

Getting Divorced? 5 Reasons You Need a CDFA™

divorce financial planner in Southampton PAGetting divorced without a financial plan is like driving on a highway without your headlights. You have no idea where you’re going.

Divorce is one of the biggest life transitions. It has a huge impact on your finances – both short-term and long-term.

If that’s the case, why don’t more people divorce with a plan?

There are several reasons. One, it’s hard to have a plan when you’re not sure where to start. Two, it’s hard to plan when you’re riding an emotional rollercoaster. You need a voice of reason. You need someone to help you see clearly so you can plan for the future. You need a PA divorce financial planner with your bests interests in mind.

Times are changing. Having an attorney in charge of your finances doesn’t cut it. Attorneys and mediators are only present for the divorce proceedings. But what happens after the divorce? Who’s there to help you plan financially for this new chapter?

If you’re going through a divorce or even just thinking about one, here are 5 reasons why you need a Certified Divorce Financial Analyst (CDFA™) in your corner: Continue reading "Getting Divorced? 5 Reasons You Need a CDFA™"

Planning for Uncertainty

Do you find yourself in one of these situations?

I’m thinking about getting divorced but haven’t taken that first step.

I’m getting divorced and my attorney isn’t helping me get the settlement I want.

I just got divorced and I have no idea how to manage the household finances.

I’m retiring and I want to make my money last as long as I do.

I haven’t saved enough for retirement.

I’m getting a divorce and I’m close to retirement.

Divorce and retirement have one thing in common: uncertainty. Especially when it comes to money. Continue reading "Planning for Uncertainty"

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