by Joseph Davis, EA, CDFA® | Sep 24, 2020 | divorce, Divorce Law
Qualified plans, such as 401(k), profit sharing, defined benefit pension and money purchase pension plans, have defined benefits or defined contributions. A qualified domestic relations order, or QDRO, is required when dividing qualified plans.
by Joseph Davis, EA, CDFA® | May 5, 2020 | CDFA, divorce, divorce finance, divorce settlement
The emotional upheaval of a divorce is no time to be learning money basics and selecting professional advisors. Preparing now isn’t cynical – it’s smart.
by Joseph Davis, EA, CDFA® | May 22, 2017 | divorce, insurance
In working through your divorce, don’t forget your most valuable assets: your life and your health. Both directly affect your ability to earn income and to care and provide for yourself and your family. Be certain your insurance cover your new, single-earner needs.
by Joseph Davis, EA, CDFA® | May 8, 2017 | divorce, divorce finance, Financial, women divorce
A strong base of financial knowledge can prepare you for managing your finances alone, regardless of when that time comes.
by Joseph Davis, EA, CDFA® | Apr 14, 2016 | divorce
Few times of crisis require immediate, clear-headed financial thinking like a divorce. From the time of the split to the signing of the settlement, both parties will face making those decisions in a whole new context – alone and with an adversary. Take a long-term view of self-preservation, not a short-term view of punishment or least conflict.