by: Mariella Foley, CFP®, ADPA®, CDFA® Employees of publicly traded companies often have the option of purchasing company stock in their 401(k) accounts. Over the years, these scheduled stock purchases can result in accumulating a significant amount [...]
Mariella Foley wrote an article for Rethinking65 that touches on areas every advisor should consider when talking to clients who are considering a job change or retirement. Check out her 6 financial positions to with [...]
This webinar will discuss the Great Resignation phenomenon and the decisions that many face as they consider retirement.
Mariella Foley was highlighted in a Wealth Management.com article sharing resolutions of 16 financial advisors from across the country. See #4 as Mariella shares her desire to prepare the next generation of Round Table Wealth [...]
This is the eighth and final blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address alimony [...]
This is the seventh blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions regarding personal [...]
This is the sixth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address questions around divorce [...]
When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce proceeding, since, after the marital home, they often represent the largest category of marital assets to be divided in a divorce settlement.
This is the fifth blog in the Divorce and Finances series, addressing common questions I hear as a Certified Divorce Financial Analyst (CDFA) during the pre- and post-divorce process. This blog will address common questions about [...]
How well do you know your advisor? People often find their advisors through word of mouth from friends, family or their personal network. While this is a good start, it is crucial to do [...]
