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Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.

Samalin Investment Counsel is pleased to welcome Ronald Schneider, CFP® to the team. Following a successful career in sales, branch, regional, and national management with hi-tech computer firms, Ron built and sold a software development company before joining the financial services community in 1988. His financial services career began at Merrill Lynch. He later joined […]

Samalin Investment Counsel is pleased to welcome Ronald Schneider, CFP® to the team. Following a successful career in sales, branch, regional, and national management with hi-tech computer firms, Ron built and sold a software development company before joining the financial services community in 1988. His financial services career began at Merrill Lynch. He later joined […]

Divorce financial planning considers many factors for analyzing financial outcomes after divorce including income, spending, assets, liabilities and taxes. Especially important for older clients is knowing that they can cover their spending during retirement. This article explains some issues to consider during the divorce process.

Divorce financial planning considers many factors for analyzing financial outcomes after divorce including income, spending, assets, liabilities and taxes. Especially important for older clients is knowing that they can cover their spending during retirement. This article explains some issues to consider during the divorce process.

Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.

There are some expenses like insurance, gym memberships, phone plans, and streaming services that are shared during the marriage. As the divorce process proceeds, you must take steps to remove yourself from joint accounts and establish them under your name to remove any personal or financial liability. Read this article for more ideas.

There are some expenses like insurance, gym memberships, phone plans, and streaming services that are shared during the marriage. As the divorce process proceeds, you must take steps to remove yourself from joint accounts and establish them under your name to remove any personal or financial liability. Read this article for more ideas.

Click here to read more about Samalin Investment Counsel.

Click here to read more about Samalin Investment Counsel.

Using 401(k) assets to pay for expenses during the divorce process can be costly. If you are under 59 ½ years old, you may have to pay income tax and a 10% penalty on the withdrawal. It may be a better option to take a loan against the 401(k) up to maximum of $50,000. But […]

Using 401(k) assets to pay for expenses during the divorce process can be costly. If you are under 59 ½ years old, you may have to pay income tax and a 10% penalty on the withdrawal. It may be a better option to take a loan against the 401(k) up to maximum of $50,000. But […]

Fidelity’s Divorce and Money Study provides some important insights regarding the effects of divorce on the financial and emotional well-being of couples. Being involved and engaged in financial matters during the marriage provides an advantage for dealing with the divorce and for recovering after the divorce. Read more about the study.

Fidelity’s Divorce and Money Study provides some important insights regarding the effects of divorce on the financial and emotional well-being of couples. Being involved and engaged in financial matters during the marriage provides an advantage for dealing with the divorce and for recovering after the divorce. Read more about the study.