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You are here: Home / Archives for divorce and retirement

The ABCs of QDROs (Qualified Domestic Relations Orders) in a divorce

March 22, 2019 By Patricia Barrett

The ABCs of QDROs (Qualified Domestic Relations Orders) in a divorce

If you and your spouse are considering, or are in the process of divorce, and one or both of you has a corporate benefits or civil service, 401(k) savings and/or pension plan, part of the division of marital assets will likely involve the drafting of a QDRO, or Qualified Domestic Relations Order.  QDROs are documents mandated by federal law under ERISA (Employee Retirement Income Security … [Read more...]

Filed Under: Articles, Blog, Financial Planning, Financial Planning Articles Tagged With: divorce and retirement, divorce finances, divorce financial planning, divorce in Texas, divorce settlements, QDROs, Qualified Domestic Relations ORders

Preparing financially for divorce will help avoid costly pitfalls

August 8, 2018 By Patricia Barrett

Preparing financially for divorce will help avoid costly pitfalls

Doing your financial homework before you file for divorce can help you avoid a host of potentially costly pitfalls. Learn all you can about the divorce laws in your state and consider engaging a team of experts to get you through. The timing your divorce may also play a role in the financial outcome of your divorce. Meeting with a Certified Divorce Financial Analyst, such as myself, also can … [Read more...]

Filed Under: Articles, Blog, Divorce Planning, Divorce Planning, Financial Planning, Financial Planning Articles, Uncategorized Tagged With: dividing pensions in divorce, divorce and insurance, divorce and retirement, divorce and tax laws, divorce finances, divorce financial planning, divorce in Texas

Social Security benefits and divorce

June 1, 2018 By Patricia Barrett

Social Security benefits and divorce

Decisions about filing for Social Security benefits will affect you financially for the rest of your life. And if you have gotten divorced in the past, you may qualify to receive Social Security on the work record of your ex-spouse. However, you must meet several requirements for qualifying to receive these benefits. You also must consider at what age to start taking those benefits. Here are … [Read more...]

Filed Under: Blog, Divorce Planning, Divorce Planning, Estate Planning, Financial Planning, Financial Planning Articles Tagged With: divorce and retirement, divorce and Social Security, divorce finances, divorce financial planning, Divorce Planning

Divorce and long-term care insurance

May 18, 2018 By Patricia Barrett

Being financially prepared for the possibility that you could require long-term care is an important part of retirement planning. Yet, too many people hope for the best and don't give this much thought. Our rapidly aging population, lengthening longevity and unpredictable health care costs highlight the need for long-term care insurance. So, couples getting a divorce, especially those approaching … [Read more...]

Filed Under: Blog, Divorce Planning, Divorce Planning, Estate Planning, Financial Planning, Financial Planning Articles, Women's Issues for Divorce Tagged With: divorce and insurance, divorce and retirement, divorce finances, divorce in Texas, divorce settlement, Houston divorce, preparing for divorce

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From Our Blog

How Collaborative Divorce Works

In actual practice, the concepts of the Collaborative Divorce process are the opposite of almost everything attorneys have been trained to do. It demands a definite shift in an attorney’s mindset and … [Read More...]

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