From our blog:
It may sound counterintuitive to spend money on a #cdfa when getting a #divorce, but it has many benefits, including financial ones. Take a listen!
Considering a #divorce yourself? Schedule time to chat with me here.
Beyond Bytes: How is Tailoring Financial Plans For Tech Professionals Different?
🔐 Die with Zero Dollars (DwZ): Leveraging Joint and Survivor Annuities to Fulfill Core Expenses in Child-free Households
Doing Divorce Differently Podcast
Gen Z’s Buying Guide to Hiring a Financial Advisor
Podcast Appearance with Tim Blankenship