by beth | Nov 13, 2023 | Divorce, Finances, Retirement
By: Charlene Laney, certified financial planner with NewMaker Financial If through the course of divorce negotiations, you walked away with a part of your ex’s 401(k) (or some other qualified retirement plan), you likely went through a process designated by a...
by beth | Nov 1, 2023 | Child Support, Divorce, Finances, Maintenance, Podcast, Small Business
In this episode of “Breaking Upward,” attorney Beth Andersen-Filson talks with bookkeeper Elizabeth Carlson, owner of Lighthouse Bookkeeping. Elizabeth has helped many business owners, entrepreneurs and independent contractors prepare their books for divorce. If your...
by beth | Sep 8, 2023 | Divorce, Finances, Podcast
In this episode of “Breaking Upward,” Beth Andersen-Filson, owner of Andersen Law PC; contract family law attorney Brandi Pummel; and contract paralegal Crystal Andrade weigh in on how to CYA — cover your assets — in divorce. Tune in to learn the difference between...
by beth | Jun 6, 2023 | Estate Planning, Finances, Living Wills, Podcast, Trusts, Wills
On this episode of “Breaking Upward,” host Beth Andersen and her guest, attorney Jacob Castonguay, discuss wills, trusts, living wills and more. Everyone wants to take care of their family, even after they’re gone. That’s why Beth and Jacob decided to share...
by beth | Aug 5, 2022 | Finances, Retirement
Article courtesy of RetireGuide.com Millions of older Americans are choosing to go small in retirement. According to a Zillow report, 46 percent of baby boomers who sold homes in 2017 were in the process of downsizing. Downsizing is a major decision, influenced by...
by beth | Apr 10, 2022 | Divorce, Finances, Real Estate & Divorce
Guest post by Katina Farrell, Certified Divorce Real Estate Expert and Realtor, Homes By Katina at MetroBrokers Due to the rise in home values, when it comes time to sell your property, you may face hefty tax consequences and want to roll your capital gains from one...
