Safeguarding Your Finances: Fraud Prevention During Life Transitions
Life transitions—whether joyous, challenging, or bittersweet—are moments of change that often come with emotional, logistical, and financial upheaval. Whether you’re retiring, going through a divorce, relocating, or coping with the death of a loved one, these periods make us especially vulnerable to financial fraud. Scammers often exploit distraction, stress, and shifts in routines to take advantage of unsuspecting individuals.
Here’s how you can protect yourself or a loved one from financial fraud during these sensitive life changes.
Top 5 Things Business Owners Should Know About Divorce
Divorce can create unexpected challenges for business owners. In this month’s Divorce Source, Eric Ashburn shares five key things to consider—from business valuations and cash flow to ownership protection. It’s a must-read for entrepreneurs looking to safeguard what they’ve built while planning for what’s next.
Why Timely Execution of a Settlement Agreement Matters in Divorce
Timely execution of a divorce settlement agreement is critical. Once both parties agree on key terms—like asset division, support, and custody—delays can cause complications. Financial circumstances may shift, cooperation can fade, and legal deadlines might be missed. Market volatility can also impact asset values, making originally fair terms suddenly unbalanced. Finalizing promptly locks in the agreement as intended and helps both parties move forward with clarity, confidence, and peace of mind during a difficult transition.
Conquer the World: 5 Financial Strategies for Savvy Single Women
At Argent Bridge Advisors, we recognize that women often face unique financial challenges and opportunities. Whether you’re building your financial foundation, fine-tuning your strategy, or already enjoying retirement, we’re here to provide guidance every step of the way. Here are five financial strategies to help you feel confident in the future you’re creating.
[Empowered Divorce Decisions]: Dividing Annuities in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing assets during a divorce is often complex, especially with specialized assets like annuities. Whether an annuity was purchased for retirement or as […]
[Empowered Divorce Decisions]: Considerations for Defined Benefit Plans in Divorce
Considerations for Defined Benefit Plans in Divorce Dividing defined benefit retirement accounts, often called pension plans, during a divorce requires a unique approach compared to defined contribution accounts. Here’s what […]
[Empowered Divorce Decisions]: Understanding Defined Contribution Retirement Plans in Divorce Settlements
Understanding Defined Contribution Retirement Plans in Divorce Settlements Defined contribution retirement plans, such as 401(k)s, 403(b)s, and IRAs, are important financial assets, especially during a divorce. These plans can be […]
[Empowered Divorce Decisions]: Meet Our CDFA®’s
Meet Our CDFA®‘s Our team of Certified Divorce Financial Analyst® professionals at Argent Bridge Advisors understand the challenges that arise when deciding financial matters in divorce. It can be overwhelming. […]
[Empowered Divorce Decisions]: Understanding Personal Property in a Divorce
Understanding Personal Property in a Divorce Navigating a divorce involves understanding the distinction between personal property and other assets. Personal property generally refers to assets that are not real estate […]
Jamie Blum Named President of DC Academy of Collaborative Professionals
Washington, DC – Argent Bridge 2 Divorce (AB2D) proudly announces the appointment of Jamie Blum CPA, CDFA®, Director of Divorce Financial Planning and Litigation Support, as President of the DC Academy of Collaborative Professionals for the 2024-2025 calendar year.
