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Use the 4 C’s to Chart Your Future

You have successfully grown and managed your agency to a stage where it is desired by others. Use the 4 C’s to help you shape your future so that you will know exactly when it’s time to cash in.

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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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Business Owner Succession and Exit Planning

One of the most overlooked areas facing a business owner is the Succession and Exit Plan. The right succession and exit strategy is dependent on several factors which are unique to each business owner and their family needs. The lack of a formal plan could force an owner to exit their business for reasons beyond […]

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Strategic Philanthropy

“Charitable giving is what most of us do – reactively responding to requests for gifts. Philanthropy is more strategic in nature – proactively planning where our dollars are going and the impact they are having” – Steve Condon, Truepoint Wealth Counsel, LLC Philanthropy Begins at Home – Nurturing Family Values That Foster a Generous Next […]

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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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Spouse In The Loop

Is your spouse fully informed about family or business affairs? One of the greatest threats to the survival of a business is a lack of proper planning and communication. Unexpected things can happen, so it is essential to be prepared. If an untimely event occurs, a spouse can be forced to make tough decisions at […]

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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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