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"Advisors name the most overlooked financial issues during divorce proceedings"

In an InvestmentNews article, our Founding Principal and Managing Director, Craig Robson, CFP®, CIMA®, CDFA® shares invaluable insights on the often-overlooked tax implications financial advisors must consider when assisting couples through a divorce.

From retirement plans and Qualified Domestic Relations Orders (QDRO) to the tax treatment of child and spousal support, Craig emphasizes the importance of understanding these critical components to avoid unnecessary penalties and liabilities down the road.

Read the full article for Craig’s expert advice on navigating the complexities of divorce-related finances to ensure the best outcome for all parties involved.

Article HERE