IDFA Blog
The Deadline No One Puts on the Calendar
September may seem like an odd time to think about December 31 and your taxes. Tax forms are nowhere in sight, and most people are just getting back into the rhythm of school and work. The IRS, however, cares quite a bit about the last day of the year. For (...)
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What Will Your Practice Be Known For?
A practical 90-day plan for financial advisors and CDFA® professionals who want to develop a divorce-planning specialty
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The Deadline No One Puts on the Calendar
How a divorce's finalization date affects filing status, dependents, property basis, and withholding plus how CDFA® professionals model timing before year-end.
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Leading Causes of Divorce
Survey: CDFA® Professionals Reveal the Leading Causes of Divorce If you think that incompatibility, infidelity, and money issues can lead a couple straight to divorce, you might just be right. If you think that incompatibility, infidelity, and money issues can lead a couple straight to divorce, you might just be (...)
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Why Become a CDFA Professional
More than two million North Americans will divorce this year 100% of divorces involve financial settlements Many lawyers, mediators, and separated individuals are now seeking the services of a CDFA®
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Surviving Financially After Divorce
Divorce is an inherently stressful process. To alleviate some of the stress, it’s important to be proactive and in control. Here are the “Lucky Seven” things you can do to help prepare yourself for your post-divorce financial future.
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Alimony After Divorce (20 Years) of Marriage / Understanding Spousal Support
In the United States, it is the judge’s role to decide how marital assets should be divided and whether spousal support (alimony) should be awarded. By closely examining each spouse’s income, assets, and circumstances, the judge can determine whether support is necessary, how much should be paid, and for how (...)
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Divorce by Design
As a newly published author of Divorce by Design and a proud member of the CDFA® community, I am deeply committed to changing how the public approaches divorce. Most people enter this process without understanding the financial impact of the decisions they are about to make. Divorce is often one (...)
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Zelle, Venmo, & Secret Transfers: Are Fintech Apps Hiding Assets in Divorce?
There was a time when hidden assets in divorce meant something obvious. Offshore accounts, cash in a safe, maybe a shoebox in the back of a closet. Now it’s a lot simpler and a lot easier to miss. It can be a Venmo transfer with a vague description. Apps like (...)
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QDROs and Defined Contribution Plans: What's Wrong with the Language?
As a QDRO specialist with nearly 15 years of experience drafting retirement division orders, I am often surprised—and not pleasantly—by the lack of detail in parties’ property settlement agreements. The devil is in the details: vague agreements with missing specifics are often a recipe for disaster.”
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