Women on the Rise
Conquering Unique Retirement Challenges . Financial success is a goal for many, but women face unique barriers that can make that goal more difficult to achieve.
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Excelling Beyond Excel
Jane had been married for 15 years, when her husband, a successful professional, hit her out of the blue with divorce papers. As his practice had grown, he decided it was time to “upgrade” his wife.
Read MoreInsider Advising
Jane is in her late fifties. She’s been a stay-at-home mom forever, with no marketable skills or recent education. Her son is in his late teens.
Read MoreThe Double-Dipping Dumb-Dumb
Jane and her husband had been together for 20 years when the marriage fell apart. They had five children together, and he had two other children from a prior marriage.
Read MoreWhere did the $40k/month go?
At about 38 years old, Jane’s soon-to-be-ex was ten years older than she was. As a prestigious medical professional, he also earned a lot. So, during the course of their marriage, things simply “got paid.”
Read MoreSpot the Greedy Party
Greed can be corrupting. In this story, the greedy one wasn’t Jane. It wasn’t her former husband. It wasn’t her attorney. It was an insidious third party. Jane and her husband divorced after a 23-year marriage.
Read MoreFlying Under the Radar
When we met Jane, she had already been divorced for several years. She became a tax client of ours. And we, unfortunately, were there when something hit Jane that had flown, stealthily, under her lawyer’s radar.
Read MoreClimbing Out of the Hole (With Help)
There’s a side to our Jane Doe stories that you don’t see—and that’s a good thing. It amounts to “all of the financial challenges we help to take off of Jane’s plate... and thus yours.”
Read MoreMarginalizing Marginal Rates
Jane and her husband had been married for nearly 25 years when they decided to part ways. The kids were grown. Jane didn’t have a career to speak of: She just worked a part-time retail job.
Read MoreSettling When You Shouldn’t
In most of our Jane Doe stories, we’re able to help out Jane—and her attorney. Sadly, that’s not the case here. It’s not because we were unable. It’s simply because we were never called in.
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