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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.
Continue reading...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).
Continue reading...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.
Continue reading...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.
Continue reading...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.
Continue reading...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.
Continue reading...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.
Continue reading...Retiring Single: 5 Strategies to Consider
Being single can bring a different set of challenges to planning for retirement. These five strategies can help.
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