Disclosures: A.M. Financial provides supporting financial information, evaluation and analysis to be utilized by the client and the client's selected attorney if directed, during the process of their divorce.  Services provided in regards to this agreement are solely fee-only and do not involve investment or security advice or insurance transactions.  All information is financial in nature and should not be construed or relied upon as legal or tax advice.  A.M. Financial IS NOT AN ATTORNEY AND DOES NOT PROVIDE LEGAL OR TAX ADVICE.  Individuals are encouraged to seek competent legal and tax advice from professionals who specialize in divorce and tax laws in their respective state.

Investment advisory services offered through WealthSource Partners, LLC ("WSP"), a registered investment adviser.  Amy Mahlen (CRD #4692263) is an Investment Adviser Representative of WSP.  Registration with the U.S. Securities and Exchange Commission does not imply any certain level of skill or training.The statements and opinions expressed by A.M. Financial are those of Amy Mahlen and do not represent the views and/or opinions of WealthSource Partners, LLC ("WealthSource") or any other associated or affiliated person of WealthSource. Furthermore, the statements and opinions expressed are for informational and educational purposes only and should not be construed as legal, tax, accounting or investment advice. All statements and opinions are current only as of the time made and are subject to change without notice.  A.M. Financial and WSP are independent and unaffiliated entities.

This website is a publication of A.M. Financial. Information presented is believed to be factual and up-to-date, but we do not guarantee its accuracy and it should not be regarded as a complete analysis of the subjects discussed. All expressions of opinion reflect the judgment of the authors as of the date of publication and are subject to change. Content should not be viewed as personalized investment advice or as an offer to buy or sell, or a solicitation of any offer to buy or sell the securities mentioned herein. A professional adviser should be consulted before implementing any of the strategies presented.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

November 22, 2019

How are taxes handled next spring for couples who are in the midst of a divorce and unsure if it will be finalized by the end of the year?  Various possibilities exist and should be written in the separation agreement to avoid costly mistakes and future disagreements.

T...

November 15, 2019

The first several holidays after a separation or divorce are extremely difficult.  Adjusting to on and off parenting schedules where your kids are not with you everyday is challenging to cope with.  Even with adult children, time is typically divided with by household....

August 22, 2019

The Tax Cut and Jobs Act (TCJA) that went into effect this year for divorcing couples has drastically changed the financial landscape for individuals from prior years.  The most significant change is that spousal support (alimony) is no longer deductible if paid or tax...

Is it worthwhile to put the effort into trying to purchase a new residence in the midst of a divorce?

Your divorce is final, you can finally breathe and start to rebuild.  The next item on your to-do list is complying with your agreements and facilitating the division of property.  Transferring property can be tricky and sometimes trigger unintended tax consequences....

When dividing assets in divorce most people, individuals, mediators and attorneys alike, tend to focus on the property division spreadsheet.  Current values of assets are listed along with outstanding debt balances that are deemed to be marital.  Typically, above all e...

January 15, 2018

Transitioning financially through divorce has many moving parts.  Stress testing your strategy regarding how income and expenses can change your circumstances in the future is important to consider.  Understanding how spousal or child support can be modified will help...

January 10, 2018

When dividing assets in divorce individuals, mediators and attorneys alike, tend to focus on the property division spreadsheet.  The current values of asset and debt balances determined to be marital are outlined.  Typically, above all else, the focus and end goal is t...

December 11, 2017

When dividing assets in divorce most people, individuals, mediators and attorneys alike, tend to focus on the property division spreadsheet.  Current values of assets are listed along with outstanding debt balances that are deemed to be marital.  Typically, above all e...

November 21, 2017

When dividing assets in divorce most people, individuals, mediators and attorneys alike, tend to focus on the property division spreadsheet.  Current values of assets are listed along with outstanding debt balances that are deemed to be marital.  Typically, above all e...

Please reload

Subscribe to Blog
Recent Posts
Please reload

Search By Tags
Please reload

Facebook Feed