Strategies For Protecting Threatened Wealth

Every 10 seconds a Boomer turns 60 years old. Gray divorce is what many boomers face. Among U.S. adults over age 50, the divorce rate has doubled since 1994. Contrary to expectations, long term marriages are not immune to divorce and the largest increase (55%) is in first time marriages of over 20 years. With transition and the uncertainty… Read More

Leaving All the Financial Decisions to One Spouse Is Asking for Trouble

While it's common for one partner to handle most money decisions in a marriage, it's important for planners to make sure to listen to both.It's not uncommon for couples to split up their household duties, with the more money-savvy partner handling the finances. But financial planners say cases where one spouse completely dominates discussions about money and investments while… Read More

Is Divorce Becoming a Tax Strategy Game?

As professionals, we must consider how to address the ripple effect of the repeal of the alimony tax deduction and other uncertainties in the new tax law. Divorce has become a tax strategy game with no clear direction.Many couples who are racing to divorce in 2018 may be surprised to learn that even though the tax character of alimony… Read More

Getting divorced? Don’t forget to talk about how you will pay for your kids’ college

Divorce throws a wrench in many long-term plans, from savings to retirement and beyond. If you're divorcing and have children, even if they are young, you should also consider the impact the end of your marriage will have on their college plans.Some states require divorcing couples to address how they will pay for their children's college education in their… Read More

1 in 3 parents will help their kids pay off student loans

One third of parents say that they will help their child pay back some or all of their student loans, according to a recent survey by College Ave Student Loans.Student loan debt has skyrocketed to $1.5 trillion in the U.S.Parents should make sure that they're balancing their long-term financial goals with helping their children finance higher education, advisors… Read More

Need More Help?

Resources
Contact Us

Call: 203-622-4911 / 203-393-7200

2 Greenwich Office Park 
Building 2 West, Suite 300
Greenwich, CT 06831
Offices in CT, NYC and Westchester

Back to Top