The Elephant in the Room: Separate Property

There are conversations we as CDFAs can expect to be difficult. In fact, there can be traps and pitfalls anywhere, and we must always be aware of our clients’ reactions to navigate difficult discussions successfully. I have learned that clearly defining the steps and the decisions we will be working to find agreement on goes a long way towards setting expectations early. Normalizing conversations about property division and income sharing (and, of course, quantifying its effect with the use of analysis and reports) can help reduce clients’ anxiety.

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Strategic Mortgage Planning During Divorce: The Critical Role of Child Support as Qualifying Income

When dealing with mortgage financing after divorce, issues related to child support can significantly impact the process. Here are some key points to understand and consider before accepting a final settlement proposal.

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Credit Score and Credit Depth Catastrophes

How divorce can derail your credit and what to do about it.

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  • IDFA

Financial Advisor to CDFA: Why Diversifying Your Expertise Matters

Thinking about advancing your career in finance?

If you're intrigued by the idea of specializing in divorce-related financial intricacies, becoming a Certified Divorce Financial Analyst (CDFA) could be the perfect path for you. Let's delve into what it means to be a CDFA and how it differs from the role of a Financial Advisor.

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Beyond the Numbers: CDFA Impact in Mediated Divorces

Professional expertise can significantly enhance the overall experience and outcomes of divorce mediation. One key player in this arena is the Certified Divorce Financial Analyst (CDFA).

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A Great Untapped Source for Clients: Wealth Management Firms

If you are working as a Certified Divorce Financial Analyst® professional, you’ve probably networked with Family Law Attorneys, Marriage and Family Therapists, Estate Planning Attorneys, Mediators, and even Certified Public Accountants.  But you might be missing a big opportunity to acquire new clients if you are not having conversations with wealth management firms.

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Taxes & Children: What Divorcing Parents Need to Know

Taxes can be a major concern for parents.  The ability to claim children as dependents can potentially affect the amount of taxes a single parent will be refunded or pay. Here’s what you need to know about claiming children on your taxes when divorced and the child tax credit. This article does not address the potential Earned Income Tax Credit.

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Are You Prepared to Handle a Personal Financial Crisis?

Here’s a list of thought-provoking questions on financial fitness and crisis preparedness. Use them as a starting point to check on how prepared you are to handle a personal financial crisis.

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How To Prepare Financially For Divorce

If you believe your marriage is heading for divorce, you will want to be financially prepared — for the divorce process and what comes after. Deborah Lauer, vice president, planning and life events specialist at Wells Fargo Advisors, offers seven important actions to consider for those facing this situation.

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7 Important Questions You Should Be Asking Your Divorce Attorney

You’ve decided it’s time to terminate your marriage, and unfortunately, the emotions are too high to make mediation a realistic option, or for whatever reason, you’ve chosen litigation. If you must go down that path, here are some vital things to find out upfront when interviewing family law attorneys.

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