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Author: Jacob Buckley

Don’t get burned by a bad divorce settlement

As a CDFA® professional, I’m looking to find an equitable settlement option that’s best for both spouses. I find that most attorneys are trained to make the settlement split as smooth and quick as possible. But just like I didn’t go to law school and study the legal system, attorneys aren’t financial planners and often don’t consider the client’s long-term implications of their divorce settlement. 

Love and Marriage: The one rule you must follow when combining finances

When people get married, it sets a lot of things into motion. Many are moving in together for the first time — choosing a home, combining furniture, and splitting up household chores. It’s an exciting time, but also one that comes with the stress of shaking up old routines and learning new ones.

It’s no secret that money is one of the most common causes of marital disagreements, so figuring out how to manage your finances as a married couple is a crucial step in setting yourself up for a successful marriage.

It’s time for a spring cleaning — of your finances

The weather is warming, flowers are blooming, horses are racing, people are socializing — spring is in the air! The arrival of spring also means that it’s time to tidy up our homes, declutter, and spring clean. This season of rejuvenation presents an opportunity to extend our cleaning efforts beyond our home and into a different space: our finances. Just as we spring clean our homes, undergoing a spring financial checkup can bring a renewed sense of financial well-being.

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