Financial News

What is a CDFA®?

The benefits of including a Certified Divorce Financial Analyst® in a divorce. By Brian Watson, CFP®, CDFA®, and Brittney Olinger, CIMA®, CDFA®   Many financial professionals are strong in their fields, yet very few have specialized training in divorce[i]. A Certified Divorce Financial Analyst® professional goes through a rigorous training program to become skilled in analyzing…

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Baseball Lessons That Might Help Change Up Your Finances

Baseball stadiums are filled with optimists. Fans start each new season with the hope that even if last year ended badly, this year could finally be the year. After all, teams rally mid-season, curses are broken, and even underdogs sometimes make it to the World Series. As Yogi Berra famously put it, “It ain’t over till it’s…

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Avoiding Probate

Probate is the process of proving the validity of a will and supervising the administration of an estate usually in the probate court. State law governs the proceedings in the probate court, so the process can vary from state to state. Supervising the administration of an estate can result in additional expense, unwanted publicity, and…

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