You've worked hard for years. But how can you be sure that you will be able to enjoy the comforts of life when it comes time to retire? Have you saved enough to take into account the effects of inflation on your lifestyle, our increased longevity, the uncertainties of the economy and financial markets, and […]
Massachusetts' new child support guidelines go into effect on September 15, 2017. This workshop for the monthly meeting of the Association of Divorce Financial Planners will review the changes compared to the previous guidelines from 2013.
This presentation for the Financial Planning Association will give an overview of divorce financial planning from the Certified Financial Planner's viewpoint. It will cover key considerations for clients, tools that can be used to help them, and common issues. Divorce remains a common occurrence for many with a potentially devastating impact for many. Financial Planners […]
As a divorce financial planner, Chris Chen helps individuals and couples go through the process of divorce, together with their mediators and lawyers. This class represents some of what they have observed happens in real life, in particular with the financial issues of divorce. Although Chris is not a lawyer and does not provide legal […]
You’ve worked hard for years. But is you money growing at the right rate?: Have you saved enough to take into account the effects of inflation on your lifestyle, our increased longevity, the uncertainties of the economy and financial markets, and taxes?: Join us to better understand how to determine where you are and where […]
This half-day workshop on taking the next step toward untying the knot will cover the legal, financial, family and personal issues that are often encountered during the divorce process. Trained professionals will provide you with knowledge and information you need to know to empower you through the divorce process with confidence and peace of mind. […]
Chris will participate in a panel of mediators and financial planners to discuss how mediators and financial planners can work together for the best interest of clients. The panel will be at the annual meeting of the Association of Divorce Financial Planners in Chicago.
Although becoming less numerous, divorce practitioners continue to have a number of clients where one or both parties have defined benefit pensions. Like social security, pensions provide a stream of income to the beneficiary with no specific value as opposed to most other financial accounts. Hence divorce lawyers, mediators and judges tend to divide the […]
Wealth strategist Jim Wood from Insight Financial Strategists LLC will present money management considerations for your pre-retirement “accumulation period” and your post retirement “distribution period.” Call 781-698-4840 to register.
You’ve worked hard for years. But is your money growing at the right rate? Have you saved enough to take into account the effects of inflation on your lifestyle, our increased longevity, the uncertainties of the economy and financial markets, and taxes? Jim Wood addresses these questions and more.