One of the jobs of a financial advisor is to plan for the unexpected. I've had numerous clients contact me and say, “I can't believe my husband is planning on leaving me.” Or “My husband is having an affair and filing for divorce. What do...
Mrs. B. enjoyed being a stay-at-home mom while her husband worked as a pilot. She and her 3 boys (ages 13, 15, and 17) were shocked when Mr. B. got sick and passed away in his early 50s. But the family was lucky. They would...
What would you do with $300k? I have a client whose beneficiaries have been pondering the same question for over two years! Why? Because my client didn't want to sign a form. Crazy, right? But it’s a true story. How can you keep this from happening...
One of the most common things for spouses to argue or disagree about is money. In fact, many marriages end because couples cannot come to a consensus about money—what to spend, what to save, what to buy, what not to buy. Then there’s paying bills,...
