Tag: financial planning

Divorce Process: When Do You Need A Financial Planner?

By: HRWM
Dec 2, 2017
Divorce can leave you emotionally and financially a mess.  No matter who or what caused the split, it can take a long time to heal and move forward.  Many individuals seek out a variety of...

5 Questions Everyone Needs To Answer Before Their Retirement Day…

Dec 2, 2017
Congratulations!! Today’s going to be an exciting day, today is your Retirement!  Today will be filled with a lot of emotions like excitement, exhilaration, and maybe even peace.  However the days leading up to ‘Retirement...

To Pay or Not to Pay For a Financial Plan?

Dec 2, 2017
I used to work for a couple of the “big box” investment firms, where one was touted for their investment research and trading capabilities while the other for their dedication to being everything to everyone...

Divorce Financial Planning vs Traditional Financial Planning

Dec 2, 2017
It’s over.  The process is complete.  You are now divorced.  What do you do next?  Outside of the potential celebration, it is time to get to work.  You have to make up for lost time...

Tax Planning for Special Needs Families

Mar 15, 2017
Special Needs Planning involves many layers, one of which is managing the finances of those with special needs.  A guardian of the estate, power of attorney for financial management, or trustee of a special needs...

The Special Needs Team – Who Should Be Included?

Mar 1, 2017
Special Needs planning can be an intense process that requires the coordination of multiple individuals to work together.  In many cases the ‘Special Needs Team’ is considered to be family, friends, the special needs counselor,...

Life After Divorce: Who Should Help You Plan For Your Future?

By: HRWM
Jan 25, 2017
Life after divorce can come with many challenges.  Once the papers have been signed and the dust has settled, it is time to begin moving forward both personally and financially.  In our previous article we...

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