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 [...]
For a non-profit board or investment committee of a nonprofit, creating a sound investment policy and managing an investment portfolio with a fiduciary responsibility is complex and time consuming. Without the proper attention or expertise, a 501 [...]
At the beginning of 2021, Wells Fargo announced a reduction in service for international clients . The most significant changes are reported to occur on September 30, 2021.The most impacted Wells Fargo customers include U.S. citizens [...]
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 [...]
Virtual currencies represent an innovation in financial services, products and technology that has the potential to support a more efficient and transparent global commerce by proposing lower transaction costs and rapid availability of cash. In spite of the aforementioned benefits, before engaging in virtual currency transactions, investors should have a clear understanding of what they are, how they can be utilized and what are some of the tax ramifications to U.S. taxpayers. This article addresses a few of the basic concepts of virtual currencies, such as blockchain and mining, as well as how the Internal Revenue Service (IRS) treats the most common virtual currency transactions.
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 [...]
It is increasingly common for individuals living in the United States or U.S. citizens living abroad to receive an inheritance from a non-U.S. person (for purposes of this article a non-U.S. person is defined as someone [...]
Many residents from the high-tax states in the Northeast are seriously considering changing their official residence and moving to Florida. This article explains one of the many questions that these residents face regarding how the move may impact their portfolio strategy.
