Divorced Benefits

  • 6+ Insights for Working With Women Clients
    By Jeri Sedlar and Rick Miners Women are a large and growing market for advisors. Whether they’re planning or saving for retirement, already in retirement, going back to work, or going back into retirement for the second time, they represent a great business opportunity. But you better get it right if you want to keep them. In 1992, ...
  • A ‘Postnuptial’ Agreement Can Save a Marriage
    By Nate Herpich For better or worse, this document can help clients communicate about money. Sure, it’s not the easiest topic to broach with your significant other, and admittedly, it probably isn’t the most romantic idea in the world. But it might be something to think about in your relationship, troubled or otherwise. Arlene Dubin, a self-described matrimonial lawyer based ...
  • Appreciative Inquiry: Getting Clients to Act on Their Own Vision
    By Elaine Floyd, CFP Get clients to make their own predictions for the next year through a technique called appreciative inquiry. Ask them a series of questions that will help them visualize how their year will unfold. The better clients are at predicting their own future, the more likely they are to take the actions necessary ...
  • Help Divorced Clients Start a New Financial Life
    By Darlys S. Harmon-Vaught, CDFA After the divorce is settled, it’s time for clients to pick up the pieces and begin the process of establishing their own budgets and financial accounts. Here are some pointers on where to start. Your client’s divorce is finally over. The marital assets—including home equity, personal possessions, and retirement accounts—have been divided, and alimony and/or ...
  • Safeguard Clients Against the Financial Mistakes of Divorce
    By the Financial Planning Association Divorce is a painful emotional process, but it can also lead to huge financial losses for your clients if cautious steps aren’t taken. In these economic times, many marriages slide into trouble over money. But when a marriage dissolves, any hint of financial difficulty before the divorce has the potential to plunge the split ...
  • What Older Women Want
    By Helen Modly, CFP, and Sandra Atkins, CPA/PFS Pre-baby-boomer women can be very good clients if you take the time to cultivate relationships with them. Here are some guidelines for prospecting, educating, and working with older women. The older woman investor is no longer an anomaly. In fact, this group’s numbers are growing so fast, it is questionable ...