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Divorce Planning

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Important Tax Considerations During Divorce

Know someone who is going through a divorce? They will likely have to make many decisions regarding taxes during the process. It’s important, therefore, that they have a good understanding of the basics so that they can make informed decisions for their future. Here are a few of the most common questions: 1. Is there […]

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Finalizing The Insurance & Estate Ties That Bind, Post-Divorce

Picture this: your friend, at long last, finalized their divorce and is ready to ride off into the sunset. Time for a cocktail (or mocktail)! You can hardly blame them for their efforts to avoid any significant decision-making after the long process of negotiations, rulings, and compromises they just endured. While many things can be […]

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A Social Security Guide – For Your Friend Who Is Divorced

If you have a friend who was divorced after being married at least ten years, they may be able to claim social security benefits on their ex-spouse’s work record. Here’s how it works: There are no decisions to make during the divorce. The benefits are determined by the Social Security Administration when your friend reaches […]

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Wealth Watch

Reducing Year-End Taxes on Your Investments

Nobody wants additional taxes for the holidays, so throughout the year, we look for ways to minimize them.  With year-end approaching, it’s a good time to review a few strategies that can potentially reduce your tax bill. Tax-Loss Harvesting The goal of tax loss harvesting is to stay in the market while capturing the current […]

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Navigating Divorce After 50 – A Common Sense Guide

With gray divorce being an incredibly common scenario nowadays, you likely have a loved one trying to navigate these tumultuous waters. Regardless of what the final straw may have been, when your loved one is suddenly single after 50, they face a unique set of challenges that require a more careful look and thoughtful planning […]

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How the New Stimulus Package Benefits Divorced Families

As you have likely heard by now, the $1.9 trillion American Rescue Plan Act is now enacted. The package expands relief provisions first introduced in the Coronavirus Aid, Relief and Economic Security (CARES) Act and creates new measures to provide relief to the American people. In this piece, we will specifically focus on how this […]

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Buy, Sell or Hold: What to Do or Not to Do with Investments (think GameStop) During Divorce

The financial news outlets are always talking about the next hot stock. “Buy this stock, or you will regret it” or “It’s time to dump this stock; it’s done for!” When listening to the 24-hour news loop day in and day out, it’s hard for many investors not to feel a bit of FOMO (fear […]

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The Smart Path to Crafting Your New Identity after Divorce

There are few things as core to your identity as your name. If you’re a woman, you may have to make the call on what you’re going to do with your name post-divorce. If you took on your spouse’s last name or merely added it to your own, what will you now do with this […]

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3 Tips to Achieve a Tax-Smart Divorce

Divorce is expensive – time, energy, emotion, and of course, legal fees. And while transferring assets between spouses due to divorce does not generally result in a tax consequence, repositioning assets to create cash flow and a strategy to align with each spouse’s individual goals likely will. Avoiding these three mistakes will enable both spouses […]

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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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News

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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