1792 Alysheba Way, Suite 201, Lexington, KY 40509
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Month: June 2025

Why a CDFA® can be your most powerful tool in a divorce

As a Certified Divorce Financial Analyst® here in Lexington, Kentucky, I’ve worked with my fair share of clients who understandably have lots of questions about what to expect when it comes to splitting up assets with an ex-spouse. It’s never as simple as: half of your cash, half of your house, half of your cars. It’s a complex process that, when done correctly, requires a lot of foresight to make sure you don’t end up with an unfair settlement that haunts you long after a divorce is finalized.

Have mortgage rates priced snowbirds out of Florida?

I’ve been talking to a lot of my snowbird clients who have recently returned from the great South, and I’ve enjoyed hearing the ways in which they are surviving the higher cost of Florida housing. Even for those with generational ownership of a property, they are dealing with higher taxes, HOA fees, insurance, etc., and have had to get creative with how they manage their funds. 

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