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Patricia Barrett CFP CDFA

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You are here: Home / 2017 / Archives for  September 2017

Archives for September 2017

What happens to the family home in a divorce?

September 20, 2017 By Patricia Barrett

The question of what happens to the house in a divorce requires careful consideration. In my experience, this issue is often clouded by emotions that can get in the way of the couple, or one spouse, making the best financial decision. I advise clients to set aside emotions and consider all the significant, interrelated factors before they decide on what happens to the house. Consider the … [Read more...]

Filed Under: Articles, Divorce Planning, Divorce Planning, Financial Planning Articles, Women's Issues for Divorce

Hello clients, friends and colleagues! Goodbye Hurricane Harvey

September 7, 2017 By Patricia Barrett

I hope each of you came through Hurricane Harvey unscathed, but I know many of us did not. My heart goes out to those of you whose homes, cars and property were affected or destroyed by flood waters that blanketed the greater Houston area. I am one of the fortunate ones whose home was not flooded. Yet, like many of you, my daily life is still being affected by high water in many places to the … [Read more...]

Filed Under: Divorce Planning, Financial Planning

Hello clients, friends and colleagues! Goodbye #HurricaneHarvey!

September 6, 2017 By Patricia Barrett

Hello clients, friends and colleagues! Goodbye #HurricaneHarvey!

I hope each of you came through Hurricane Harvey unscathed, but I know many of us did not. My heart goes out to those of you whose homes, cars and property were affected or destroyed by flood waters that blanketed the greater Houston area. I am one of the fortunate ones whose home was not flooded. Yet, like many of you, my daily life is still being affected by high water in many places to the … [Read more...]

Filed Under: Uncategorized

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From Our Blog

TAXES & DIVORCE Part 1 Minimizing Taxes

Divorce brings a new tax bracket, new filing status and, possibly, valuable tax credits. Let’s start with some basics. The tax reform in 2017 did away with any deduction for personal exemptions. This … [Read More...]

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