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Patricia Barrett CFP CDFA

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You are here: Home / Archives for Patricia Barrett

Tips for an Exceptional, Superb & Powerful Life!

May 18, 2017 By Patricia Barrett

We all need some reminders from time to time to help us keep our spirits up when things in life don't go the way we would like. Here is a short list of ideas to help you out: Take a 10-30 minute walk smiling all the way every day. Smiling is the ultimate antidepressant. Sit in silence for at least 10 minutes each day. Buy a lock if you have to. Buy a (DVR), tape your late night shows … [Read more...]

Filed Under: Articles, Women's Issues for Divorce

Women and Divorce in Texas

May 18, 2017 By Patricia Barrett

Issues for Women Who Divorce in Texas Divorce is emotionally wrenching for both men and women, however, let’s separate the emotions from the financial issues for the moment. During the first year following a divorce, a woman’s standard of living usually drops substantially, while the man’s actually increases. The responsibilities of motherhood often prevent the woman from pursuing a lucrative … [Read more...]

Filed Under: Articles, Women's Issues for Divorce

Tracing to Prove Your Separate Property

May 18, 2017 By Patricia Barrett

Using Tracing to Divide Separate from Community Property Did you know that your inheritance can end up being divided with your ex-spouse? Despite your best efforts, Mom’s legacy for you has probably been mingled with community funds. But, you say that you kept it in a separate account and never added community earnings? The problem with that line of thought is that dividends and interest on … [Read more...]

Filed Under: Articles, Financial Planning Articles

What Is Certified Financial Planning

May 18, 2017 By Patricia Barrett

A person who does certified financial planning will be a member of and meets the requirements for the CFP Board (Certified Financial Planner Board of Standards). This means that they must meet the proper educational requirements as well as pass examinations and stick to the ethical standards of this organization in order to remain a paying member in good standing. This board requires that … [Read more...]

Filed Under: Articles, Financial Planning Articles

Finding Financial Planning Advice

May 18, 2017 By Patricia Barrett

When going through a divorce perhaps the last thing on someone’s mind is financial planning advice. While there may be more emotional and personal issues on the table, this is definitely one area that cannot be ignored. It is important to be able to see the entire picture of what the future will look like once the divorce is over, plus it is equally as important to know what assets there are and … [Read more...]

Filed Under: Articles, Financial Planning Articles

Social Security

May 18, 2017 By Patricia Barrett

Your social security benefit is based on your earnings averaged over most of your working career. Higher lifetime earnings result in higher benefits. If you have some years of no earnings or low earnings, your benefit amount may be lower than if you had worked steadily. Early Retirement You can start your Social Security benefits as early as age 62, but the benefit amount you receive will be … [Read more...]

Filed Under: Articles, Financial Planning Articles

Long-Term Care Insurance

May 18, 2017 By Patricia Barrett

General Recommendations for Long-term Care Policies: Once you buy a policy, don’t stop paying the premium. If financial circumstances require that you do so, Texas law requires companies to offer you the option to receive a percentage of the benefits you purchased. You can lower your premium by choosing a longer elimination period. Just be sure you consider how long you can afford to pay … [Read more...]

Filed Under: Financial Planning Articles

Divorce Terminology

May 18, 2017 By Patricia Barrett

Citation: When a respondent refuses to sign a waiver, a citation is issued giving them notice of the petition and demanding a response within 20 days. Collaborative Divorce: Is comprised of a series of meetings with the emphasis on negotiation and mediation to arrive at an amicable settlement. If no mutual settlement can be reached the collaborative process is abandoned, the attorneys resign … [Read more...]

Filed Under: Articles, Divorce FAQs

How to Reduce the Stress of Divorce During the Holidays

May 17, 2017 By Patricia Barrett

Being surrounded by holiday cheer and high spirits can make things that much more difficult for people suffering through marital problems, even divorce, during the holidays. Such couples would benefit from any kind of support, but that can prove to be quite elusive at this time of year. For one thing, the desire to spare others from the trauma they themselves are undergoing adds pressure to an … [Read more...]

Filed Under: Articles, Divorce Planning

Pension Lump Sum Versus Lifetime Annuity

May 17, 2017 By Patricia Barrett

You may find yourself with a decision to make after the dust has settled on your divorce. You’ve ended up with a pension from your ex-spouse. The Qualified Domestic Relations Order will instruct the spouse’s employer to carve out your portion of the pension and place it in an account in your own name. You’ll be able to access the pension based on your own date of birth, although you will have to … [Read more...]

Filed Under: Articles, Divorce Planning

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From Our Blog

Buying a house together before marriage

Buying a house together before marriage

If you are beginning a new chapter in your life with a new partner, managing money may be the last thing on your mind. But it should be one of the first things you both consider as you begin to direct … [Read More...]

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Disclaimer

Information provided in this website is not meant to be construed as legal advice and does not necessarily predict decisions that will eventually be made by a court of law. It is strongly recommended that you consult competent legal advice if your divorce includes children or property issues.

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