The ABC’s of CPA’s

The ABC’s of CPA’s

The ABC’s of CPA’s Q: I’m recently divorced, and I don’t know the first thing about taxes (except that they are not my favorite). Should I hire a CPA?  A: As Albert Einstein said: “The hardest thing in the world to understand is the income tax.” And he was, you...
The 411 on 529 Plans

The 411 on 529 Plans

The 411 on 529 Plans Q: My ex and I are nearing the finish line on our divorce and are in agreement on just about everything, except for how to handle our son’s 529 plan. I want to know what I’m talking about when we discuss this again—can you give me the high points?...
Tips for the First-Time Investor

Tips for the First-Time Investor

Tips for the First-Time Investor Q: I’ve never invested before, but I’ve been told it can be a really smart move, especially for someone in my financial situation (I was given a lump-sum payout in the divorce). Watching the market really makes me anxious, though—how...
Co-Parenting with a Narcissist

Co-Parenting with a Narcissist

Co-Parenting with a Narcissist So, you are now divorced to someone you believe is a narcissist, and you have to co-parent with him?  This is tough. We understand!! We have felt the same way.   What Is A Narcissist?   A diagnosis of Narcissistic Personality...
Having issues with your QDRO?

Having issues with your QDRO?

Having issues with your QDRO? Were you awarded your ex-husband’s retirement plan or pension plan? If so, that is great.  However, being awarded the plan is the first step. The next step is working through the process of claiming these awarded assets and placing them...