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Divorce Planning

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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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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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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 […]

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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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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 […]

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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 […]

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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, […]

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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.

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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 […]

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Divorce Process

Which Divorce Process will get you divorced with the least amount of cost, complexity & conflict?

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Social Security Considerations for Divorce

In general, a married individual is eligible for Social Security benefits based on their spouse’s earnings. In the case of divorce, you may still be eligible for benefits based on a former spouse’s earnings, as detailed below.  The amount of benefits you receive has no effect on the amount of benefits your ex-spouse or their […]

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Post-Divorce Financial Checklist

Time to put the finishing touches on your divorce settlement. The Post-Divorce Financial Checklist is a good final check before starting the next chapter of your life.

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