Latest articles by Chris Chen, CFP®
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The Impact of Social Security on Divorced Retirement Income
Social Security spousal benefits can quickly get complicated when remarriages and other circumstances are taken into account. Let’s explore some examples.
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When Divorcing, What Financial Specialists Do You Really Need?
Divorce There are a variety of financial professionals out there who can help, but there is one combination of expertise that almost anyone going through a divorce would be better off by using.
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7 Year-End Wealth Moves
retirement planning Yes, it’s that time again. Time to take stock of your savings and tax-planning opportunities. Don’t leave money on the table: Consider these seven year-end moves instead.
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Should You Invite Your Spouse to Join You in a Divorce Workshop?
Divorce When splitting up, you might think knowing more than your partner does about how divorce works might give you an advantage – but it doesn’t. Actually, it can be helpful to learn about the divorce process together with your soon-to-be ex.
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Should You Buy an Annuity?
retirement When breaking down the decision, it's important to understand what you're getting, and what you’re giving up, with this retirement product.
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McKenzie Bezos: 4 Wealth Strategy Concerns
business $36 billion doesn't come without some challenges. There are four lingering money issues for McKenzie Bezos to take into consideration.
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Divorce Is About to Get More Expensive
taxes The change in tax laws affects how alimony and child support are treated, going into effect for agreements signed after the end of the year. So, if divorce is in your near future, it might pay to try to beat the clock.
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Divorce Alert: Tax Bill Targets Alimony Deduction
taxes Written into the fabric of the GOP tax proposal is a change in how alimony is taxed. People paying alimony could lose "the greatest tax deduction ever." And that could ultimately affect those receiving alimony, too.
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To Roth 401(k) or not to Roth 401(k)?
retirement Which is better: more money in your regular paycheck or more tax-free cash in your retirement? It’s an important question only you can answer.
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Is Your Portfolio Really Diversified?
investing Your investments should be spread across a variety of stocks and bonds and cover a range of asset managers, asset classes and geographical locations.
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Getting Divorced? Get Professional Help for Your Finances First
retirement Consider keeping a certified divorce financial planner in your corner to help make sure you get the financial settlement that meets your needs.
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4 Year-End Financial Planning Tips
Financial Planning Harvest tax losses, reassess your investment and retirement strategies, and don’t forget charitable giving.
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The Importance of Professional Financial Advice in Divorce
Financial Planning Pensions and 401(k)s can be tricky to divide during divorce proceedings. Seek expert help.
Financial Planning
