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Divorce Planning

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3 Questions to Help A Friend or Loved One Decide Whether to Stay or Divorce

I’m hungry. What do I have a taste for? Should I cook or order in? Where should I order from? And the list goes on. If you’re like me, these are questions that run through your mind before every meal. And while they all sound simple enough to answer, just ask my friends and family […]

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3 Questions for What to Do With the Ring in Divorce

When you’re going through a divorce, the symbol of commitment your rings have may become a source of emotional pain. And yet, you must now go through the tactical motions of splitting everything up. So, what do you do with that ring? The answer is…it depends. Asking yourself three questions can help clarify your decision […]

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Forbes ranks Heather Locus in top 4% of Top Women Wealth Advisors

Forbes lists Heather Locus as #39 out of 1,000 in their Top Women Wealth Advisors ranking. This year’s Top Women Wealth Advisors list spotlights top advisors across the country who were nominated by their firms—and then researched, interviewed, and assigned a ranking within their respective states.

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6 Ways to Help a Friend Prevent the Coronavirus From Infecting Their Divorce

The ripple effect of coronavirus has infected everything, and divorcing individuals are not immune. Here are six areas your friends or family need to re-assess if they are going through a divorce along with how you can help. 1. The Divorce Itself Divorce is a lawsuit and is dependent on the court system. Courts across […]

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Putting a Team in Place When Going Through a Divorce

As someone who traditionally has tried to figure it all out by herself (in many aspects of my life), I learned during my divorce that I needed to enlist the help of professionals who would help me in the process. In fact, when surveyed, many people who went through a divorce, looking back wished that […]

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How to Help a Loved One Through a Divorce

The ending of anyone’s marriage often has far-reaching ripple effects and it’s difficult to know how to support a loved one without getting too involved or picking sides. Although the road to divorce is well-traveled, the stages of divorce most individuals experience are rarely well understood. There is a relatively predictable pattern of emotional responses […]

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Yours, Mine, Ours – Financial Considerations for Blended Families

When I decided to get remarried, it was an exciting time for me and my (now) husband. What we quickly found, however, was that decisions we had made prior to our previous marriages, such as where we would live, financial decisions and now, disciplining and raising kids from our previous marriages, were not as straightforward […]

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Investopedia awards Heather Locus a top 100 Financial Advisor

Heather Locus named one of the top advisors in the United States on the Investopedia 100 list of the most influential advisors for 2019. This is the third year for the Investopedia 100 which celebrates financial advisors who are making significant contributions to critical conversations about financial literacy, investing strategies, life-stage planning and wealth management, influence […]

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Should I Keep the House?

One of the biggest questions and potential points of contention when going through a divorce is: what happens with the family home? Finances for any successful couple are bound to be complex and challenging to unwind. It’s prudent to keep in mind the entire potential divorce settlement including child and spousal support as well as […]

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Resource

Is Divorce The Right Road To Take?

Divorce is hard enough to go through, and it can be worse if one or both of you are unsure of the path you should take.

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Forbes names Heather Locus as a Best-In-State Wealth Advisor

BDF’s Heather Locus has been named to Forbes magazines list of Best-in-State Wealth Advisors. The Forbes ranking of Best-In-State Wealth Advisors, developed by Shook Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years experience, and the algorithm […]

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Forbes lists Heather Locus among America’s Top Women Wealth Advisors

BDF’s Heather Locus has been named to Forbes magazine’s list of America’s Top Women Wealth Advisors. The list is a select group of advisors that are leading the way in offering best practices and providing a high-quality experience for clients. The ranking, developed by Forbes’ partner SHOOK Research, is based on an algorithm of qualitative and quantitative […]

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