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
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
Divorce Retirement: Financial Advisers Face Challenges When Couples Split Later
Posted: 03/12/2012 1:11 pm
By Jessica Toonkel
NEW YORK, March 12 (Reuters) - As part of the retirement planning process, financial advisers often help married couples prepare for the eventuality of one dying before the other.
What few people talk about is what happens if the couple … Read More
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