Tag: wealth management

Breaking Up Is Hard to Do – Especially with Annuities

Attorneys often split contracts  in divorce settlements, unaware  of the potentially costly impact

 By Darla Mercado
March 18, 2012 When a client came to his office bearing her new divorce decree, adviser Dale Russell became the bearer of bad news. During the divorce proceedings, the couple's lawyers decided that their chief financial asset, a $500,000 variable annuity inside one of their individual retirement… Read More

The Perfect Storm: Divorcing Baby Boomers

By FPA Member Lili A. Vasileff, CFP®, CDFA™

Published: January 27, 2012  As Baby Boomers approach the last hurdle before the magic retirement age of 65, it is becoming increasingly newsworthy that growing legions of older Americans are untying the marital knot. With this trend for “gray” divorces, there are several challenges: dividing one household into two; re-evaluating near term retirement… Read More

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