Divorce Financial Tips

Jill has been divorced for five years. Her separation agreement stated she would receive $5,000 per month of spousal maintenance for four years. She was also owed a property settlement payment of $200,000. This was to be paid at the rate of $50,000 per year […]

In the course of discovery (sharing documents and financial information with the opposing side), occasionally there is reason to believe information is purposely being hidden or withheld. The following (partial) list of items to research may assist in determining the whereabouts of hidden assets or […]

A few states place monetary value on degrees such as a medical degree, a dental degree, or a law degree. That’s not the case in Colorado, so the value of a degree needs to be evaluated in a different way. Some corporate employees have many […]

One of the most often missed topics in divorce planning is basis. Whether we’re talking about the house, stocks or other real estate, knowing the basis is a must when taking on the task of separating property. Consider the following case study. Kris and Brian […]

Normally, distributions made before the participant attains age 59 ½ are called “early distributions,” and are subject to a 10% penalty tax. The tax does not apply to early distributions upon death, disability, annuity payments for the life expectancy of the individual, or distributions made […]