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Family attorneys and divorce professionals - stop scrolling. You definitely want to RSVP. Join us for this first-of-its-kind program, “Finance Considerations for Family Law and Fiduciary Litigation Attorneys”. This online event is hosted by Social Law Library on May 8th from 4-6pm and is open to members and non-members. As a Certified Divorce Financial Analyst and Financial Advisor heavily focused on helping clients during and after divorce, I’ll be on the panel joined by Lisa Cukier, Marc Bello, Andrea Nelson, and Janice Bernier. Together we will cover: • Valuation techniques in divorce cases • Trusts and estate asset and marital asset valuation essentials • Forensics: Finding missing money in family law and fiduciary litigation matters • How Social Security benefits work for divorcees & how benefits can be equalized • How college financial aid rules relevant to a divorce are changing this fall • When & how is best to sell a home during a divorce and qualifying for a mortgage • Assessing if the soon-to-be divorcee will be okay financially I hope you will join us. In the meantime, drop the best bit of marriage (or divorce) advice you ever got in the comments below. Dad jokes welcome. To register -> Finance for Family Law and Fiduciary Litigation Attorneys (socialaw.com). #divorce #finances #knowledgeispower
Harvard Business School, “What, like it’s hard?” -Elle Woods I always have a great time at Harvard and was excited to be invited back in honor of financial literacy month. I presented to students and alumni about savvy tax moves business owners and entrepreneurs should know. One important point I always stress in these situations is that retirement savings is likely your best tax strategy because money you contribute is that much less that you or your business is taxed on. The progression typically goes like this: Max out a…. IRA or Roth IRA ($7K) V SEP IRA ($69K) V SIMPLE IRA ($17,600) V 401K ($23K) V 401K with Profit Sharing ($69K) You’re back! V Defined Benefit Plan (Depending on your age, you can contribute over $300K! which equates to about $100K saved in taxes because of the massive potential business deduction.) It’s just that simple. :) Please share your fav financial or tax tip as a business owner/entrepreneur in the comments! #entrereneur #businessowner #ellewoods
Let’s talk about Social Security! I promise, you want to listen up. Did you know the maximum benefit a 70 year old is collecting this year is nearly $4900/month? Over 20 years, that adds up to $1.2 million! That ain’t peanuts, but it does require proper planning. When it comes to Social Security, one wrong move can cut that sum in half. This is why our next Power Hour is all about Social Security. I’ll explain how to maximize your benefit, explain how Social Security works if you’re working, married, divorced, widowed, or collecting a pension. Then, we’ll walk through Medicare steps to take and explain how to sift through the extensive (and often overwhelming) options. RSVP DETAILS: Social Security & Medicare – All you need to know. April 23rd at 5:30pm via Zoom RSVP by emailing becky.vilk@rbc.com PS: Check out our other upcoming educational events here: https://us.rbcwealthmanagement.com/empowerhousefinancial/seminars-and-events #socialsecurity #medicare #financialeducation #peanuts