WHO is managing your nest egg?

WHO is managing your nest egg?

By Referral Resource Julie Brough, CFA, CFP Strangely enough, few people know very much about the person they entrust with their financial security.  It continues to surprise me how little the financial services industry has done to educate their clients to the different skill sets and services available within the industry.  As a result, investors
Crisis during Negotiation of an Agreement

Crisis during Negotiation of an Agreement

Whether clients are married or cohabiting, separation is an emotional and often stressful time. Once the terms of an agreement have been reached on how the negotiations will proceed -collaborative approach, mediation, or traditional negotiations - from there it’s a matter of gathering all the relevant documentation to prove ownership and value. What happens when
Spousal Support: It’s a Two Way Street

Spousal Support: It’s a Two Way Street

Belinda would boast to her colleagues how proud she was that her spouse didn’t have to work. She earned enough for the family and they lived well. Once the children were in full-day school, that song changed. Her family company was bought out and staff redundancy planning was well underway. Belinda’s encouragement of her husband
A Child’s Place? Being a Child

A Child’s Place? Being a Child

From a parent’s perspective: the goal is to keep the children away from their adult business. Private conversations. Absences by one or both parents at mealtimes. Hushed voices. From the children’s perspective: the emotional hurdles, the atypical outbursts and the squabbling over simple scheduling matters spell out something is amiss and very wrong. The kids
Valuations in More Detail

Valuations in More Detail

Valuations are an important part of resolving property and support issues in a family law matter. Assets subject to being valued include the matrimonial homes, family businesses, hobby farms, and securities held in investment portfolios.  An income stream from investments, rental properties, and family business are also common sources from which support obligations are paid.
When you think Divorce…?

When you think Divorce…?

Separation ? Loss, pain, fear, expensive, loss of identity, freedom? Unable to breathe, loss of benefits, unanticipated, amicable resolution? About Children? Love, anguish, cherish, mischievous, all mine, schedules and more schedules! Disciplined, protect- them- for- the- rest- of -their -lives, comfort, chores, fear? Inexperienced, distant, loud, supporting, trusting? Your Home? My neighbourhood, expensive, safe, family
It’s All in the Numbers

It’s All in the Numbers

Today’s family law negotiations are all about the numbers. The value of assets, the amount of support, and the cost of living. The numbers tell who will receive how much, directs us to consider tax considerations, and the timing of the payments. And that’s exactly what you want to know when negotiating a marriage contract,