Resources by Topic

Divorce Planning

Blog

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 […]

Read More

View All Blog Posts
Blog

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 […]

Read More

View All Blog Posts
News

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 […]

Read More

View All News Posts
Blog

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 […]

Read More

View All Blog Posts
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.

Read More

View All Resource Posts
News

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 […]

Read More

View All News Posts
News

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 […]

Read More

View All News Posts
Blog

Spring Cleaning – Freeing Yourself of Clutter After a Divorce

The combination of all the documentation that is needed during divorce negotiations and the never-ending stack of documents needed by your tax preparer often create an important pile of clutter.  The good news is that you don’t need to hold onto it forever. Learn more about what should be done post-divorce in this podcast featuring BDF’s […]

Read More

View All Blog Posts
News

InvestmentNews awards BDF 2019 Best Places to Work for Financial Advisers

Balasa Dinverno Foltz LLC has been recognized as a 2019 Best Places to Work for Financial Advisers as announced by InvestmentNews April 1, 2019. BDF was chosen as one of this year’s top-75 based on employer and employee surveys delving into everything from company culture, benefits, career paths and more. InvestmentNews partnered with Best Companies Group, an independent research […]

Read More

View All News Posts
Blog

New Year, New Tax Law for Divorcing Individuals

As we get settled into 2019, we’re faced with fresh changes to the tax code, brought about by the Tax Cuts and Jobs Act (TCJA) of 2017. One of the biggest changes that became effective as of January 1 is how alimony is treated in divorces finalized in 2019 and beyond. Before January 1, 2019, […]

Read More

View All Blog Posts
News

What if divorcing billionaires, the Bezos, never signed a pre/post nuptial?

Business Insider shares information from Heather Locus regarding postnuptial contracts in their article, “There are 2 types of contracts married couples can sign to protect their money”, Business Insider, January 13, 2019. Business Insider quoted from Heather’s article, “Why prenuptial and postnuptial agreements lead to stronger marriages and prevent disastrous divorces“, Forbes, September 23, 2018.

Read More

View All News Posts
Blog

Finalize Your Divorce Before the Final Day of 2018

With the New Year comes many things: fresh starts, new beginnings, and resolutions to improve and better ourselves. Above all, this New Year’s Day brings changes to the tax code that could greatly impact families going through a divorce. So, what changes are coming, and how can you best prepare and position yourself financially? Alimony […]

Read More

View All Blog Posts