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Divorce Planning

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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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Divorce Important Documents

Here is a comprehensive list of our divorce readiness checklist.

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Questions For Interviewing Divorce Attorneys and Financial Professionals

Choosing the right professionals to guide you through your divorce is one of the most important divorce-related decisions you’ll make, so be sure they are experienced in the area of divorce.

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Divorce Expense Worksheet

Divorce is a huge project that may last years. The Divorce Expense Worksheet can help you understand and organize your numbers.

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Top Financial Mistakes Divorcees Make

No matter how many books you read, or how many people you talk to, there will be things you wish you would have handled differently. Here are a few of the most common mistakes divorcing individuals make.

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Empower Yourself And Find Strength In Your Vulnerability

Have you ever had someone tell you that you have to be strong? You most likely have. The thing with Divorce is, that while you do need to be strong, you also have to know when it’s time to be vulnerable and reach out to others for help. Even (and sometimes especially) if you are […]

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BDF named to 2018 Financial Times 300 Top RIA

Balasa Dinverno Foltz is pleased to announce it has been named to the 2018 edition of the Financial Times 300 Top Registered Investment Advisers. The list recognizes top independent RIA firms from across the U.S. This is the fifth annual FT 300 list, produced independently by the Financial Times in collaboration with Ignites Research, a subsidiary […]

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