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  • Author: Chris Chen CFP

Financial Planning, Investment Planning, Portfolio Construction, Retirement Planning, Risk Management

What Is The Impact of Social Security on Divorced Retirement Income

When mediating a divorce settlement, a 50-50 split of assets isn’t always equitable when ...

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Financial Planning, Investment Planning, Portfolio Construction, Retirement Planning, Risk Management

Secure 2.0

Congress passed SECURE 2.0 on December 23, 2022, and it was signed into law ...

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Financial Planning, Investment Planning, Retirement Planning, Risk Management

Investment Bucket Strategy for Retirement

Retirement Bucket Strategy  What is the retirement bucket strategy? How does it work, and ...

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Financial Planning, Retirement Planning

Should You Carry Your Mortgage Into Retirement?

Introduction Transitioning to retirement while holding a mortgage isn’t ideal, yet it happens more ...

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Divorce Planning, Financial Planning

What Financial Specialists Do You Need?

Should you get a financial specialist to help with your divorce? Most people start ...

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Divorce Planning, Financial Planning, Retirement Planning

Is a 30% Difference in Retirement Income Fair and Equitable? The Potential Impact of Social Security on Divorced Retirement Income

Social Security and Divorce The complexities of Social Security retirement benefits make it a ...

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