My March 2021 newsletter is out. This month I focus on sharing the warning signs when your spouse is committing financial infidelity. Read more here:
Articles
Meet the CDFA, a certification for advisors with wealthy clients facing divorce
The proliferation of so-called gray divorce — involving couples aged 50 and up — has also led to an increase in financial advisors seeking an industry designation that helps them add value during one of the most high-stakes and vulnerable moments in a client’s life.
November 23, 2023
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