A New Beginning After Divorce

Sewell, Bonnie A.
September 2011
Journal of Financial Planning;Sep2011, Vol. 24 Issue 9, p48
Academic Journal
The article discusses the author's perspectives on the role of certified financial planners (CFP) in helping the financial planning of clients who are divorcing. She explains the work of a certified divorce financial analyst (CDFA) which is distinct and different from regular financial planning. She stresses that CDFAs look at the financial aspect in a divorce settlement which work with lawyers in court, mediation, and collaborative cases. The author further explains that the Internal Revenue Code addresses all aspects of the settlement in terms of income and property.


Related Articles

  • 5 Errors Financial Planners Commonly Make When Working with Divorcing Clients. Carol Ann, Wilson // Journal of Financial Planning;Oct2000, Vol. 13 Issue 10, p102 

    This article points out the common errors that financial planners make when working with clients with divorce-related financial issues. Given the fact that divorce can and does happen, the financial advisor's role is to help make the settlement process as equitable and as painless as possible....

  • Late-Life Divorce: A Role for Financial Planning. Green, Janice L. // Journal of Financial Planning;Aug2010, Vol. 23 Issue 8, p48 

    The article discusses the role of financial planning in divorce after 50 years old wherein the divorce could create unique complexities to the couples. Shorter time is given to those late-life divorce especially when it comes to generating income or emphasize asset attributes relevant later in...

  • Find a Safe Space.  // Investment Advisor;Sep2012, p68 

    The article focuses on the need for a financial advisor to meet the divorcing couple separately in order to discuss ways on how the clients can improve or maintain their financial security.

  • Good for the Clients (and Good for You).  // Investment Advisor;Sep2012, p70 

    The article focuses on the need for the financial advisors who are handling divorce cases to seek the help of allied professionals, including estate accountants and planners, family law attorneys, and real estate and insurance professionals.

  • STAT BANK.  // Journal of Financial Planning;Jan2004, Vol. 17 Issue 1, p23 

    The article presents statistics of financial planning in the U.S. and Canada as of January 2004. 32 percent of baby boomers do not spend on retirement planing. 18 percent of incomes dropped in 2001 for the one percent of wealthiest Americans. A family expects to have an average of $35,000 when...

  • The Dollars and Sense of Divorce: The Role of Certified Divorce Financial Analysts in Divorce. Brown, Lorraine P.; Peterson, Billy // Utah Bar Journal;Nov/Dec2012, Vol. 25 Issue 6, p36 

    The article focuses on the role of Certified Divorce Financial Analyst (CDFA) which offers a second, equally indispensable professional tier and acts as divorce lawyer or a mediator for both parties. It provides information that CDFAs are specially trained to evaluate and plan for the short and...

  • The House or the IRA? Chatzky, Jean Sherman // Money;Feb2000, Vol. 29 Issue 2, p184 

    Discusses the services offered by a divorce planner who helps couples split their assets during a divorce. How the number of divorce planners is growing; How they can help to value pension assets; Areas where they focus on such as specific tax, and alimony issues.

  • Were you in fact de facto post facto? Wahhab, Nabil // Money Management;1/24/2013, Vol. 27 Issue 2, p20 

    The article offers the author's insights on the factors financial planners should consider in de facto relationship jurisdiction in managing financial settlement of their clients. He discusses the requirement of at least two years de facto relation and the exceptions to apply in such...

  • Divorce and Taxes: Avoiding the Pitfalls. Wall, Ginita // Journal of Financial Planning;Aug2002, Vol. 15 Issue 8, p78 

    This article discusses how financial advisers can guide divorcing couples in the U.S. toward accurate and complete financial and tax advice. To effectively advice clients during this difficult process, planners must consider three major factors, namely, Client's situation, goal and personality,...


Read the Article


Sorry, but this item is not currently available from your library.

Try another library?
Sign out of this library

Other Topics