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Considering Leaving the Workforce? Some Factors to Consider
Eleanor Blayney, CFP®
A couple walked into my office, armed with papers and spreadsheets, and announced, “We’ve decided that one of us will give up working to stay at home with the kids.” I thought carefully before responding. My job as a CFP® professional is not to impose my opinions or choices on them, but to help them evaluate their goals. That meant responding directly to their arguments, but also getting them to think about what was missing from their analysis.
Getting Through a Divorce: A Financial Roadmap
Elaine King Fuentes, CFP®
Unless you have a bulletproof prenup – which I have been told does not exist – your finances after divorce change drastically. You either have to divide your assets, sell those that are illiquid, or change your residence. You have to revamp your budget, adjust your expenses and/or create new inflows. In short, getting through a divorce requires many personal and financial adjustments.
Penalty Kicks and Financial Planning: What You Can Learn From Soccer
David Zuckerman, CFP®
Every four years the World Cup captivates the attention of soccer fans across the globe. While the entire U.S. national team deserves praise for a valiant World Cup effort, many feel that the goalkeeper, Tim Howard, should be individually recognized for his brilliant performance. Goalkeepers play a pivotal role in soccer; and interestingly enough, a study of the strategies that goalkeepers use against penalty kicks has real implications for financial planning.
Getting a Reluctant Partner to See a CFP® Professional
Eleanor Blayney, CFP®
You’ve been thinking about working with a CFP® professional. But what if the first pothole on your way is your spouse’s reluctance to go with you to the financial planner? He doesn’t have the time given travel and kids. She’s not particularly interested or convinced that a professional can really help. Every conversation about making an appointment as a twosome runs aground with a comment like, “You go, and then tell me about it later…”
Jumpstarting Retirement Funds
Whether behind on savings due to divorce, a business setback, or just getting a late start, an investor can usually take certain steps to get back on track. While each situation is different and may require a customized approach, the following steps provide big-picture guidance.
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