Category Archives: Investments and Divorce

April 2, 2019

Avoid Tax Surprises – Adjust your W-4!

It’s important for divorcees to review and adjust their W-4 payroll withholding or start to make quarterly tax estimates following their divorce. Often, they are so relieved to have reached settlement, they fail to think about these housekeeping items. If Continue reading…

February 3, 2019

Tax Planning – Bonuses Gone Bad!

It is important to review and discuss tax planning for the year in which a divorce was completed, especially for high earning individuals who receive incentive compensation and plan to be divorced by December 31, 2018. As part of the Continue reading…

January 20, 2019

Splitting Investment Income on Tax Returns

When a joint investment account is divided, the financial institute will use only one Social Security number to report the earnings and thus only one 1099 will be issued for that account. For example, following their divorce, Dick and Jane Continue reading…

March 15, 2016

Getting Help After Divorce, Part 1 – How Does Financial Planning Work?

Once you have completed your divorce, the list of things to figure out can be daunting. It can be easy to push off those things that don’t seem to affect your daily routine.  Some of those things that you have Continue reading…

February 2, 2016

Investing 101 – Stock Basics

Stocks, bonds, mutual funds, annuities, chances are you own a couple of these financial instruments and possibly all of them in your portfolio. Wouldn’t it be nice if someone clearly explained what they are and why you should invest in Continue reading…

November 17, 2015

What is a QDRO?

For many, a significant portion of their post-divorce assets consist of a part of their former spouse’s company-sponsored retirement account. In order to split a company retirement account, the plan administrator of the pension, 401(k), 403(b) or other company retirement Continue reading…