Financial Matters

Tips and news from the financial experts at Attentive Investment Managers.
Oct
29

Relationships and Money, Part IV: Divorce

couple-divorcing

Divorce is not only a strain on your emotional well-being but also your financial well-being. Many times we only focus on the emotional aspect of the split however, it is important to consider the long-term implications. Additionally, your financial rights are dictated by the state you live in. California is a community property state therefore assets will legally be split 50/50 unless a prenuptial agreement exists.

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Oct
15

Relationships and Money, Part III: Prenuptials

couple-signing-prenup

In today’s world relationships are complicated – with second marriages or children from previous relationships things can get even more complicated. In either situation, a legal agreement can assist you as a couple in clearly outlining your wishes and which assets are considered separate property.

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State officials have issued a shelter-in-place order for residents amid novel coronavirus concerns. As such, we will be suspending services at our physical office. However, we are available to you via web meeting (zoom), email and telephone (Phone lines have been forwarded to our personal cell phones) during regular business hours. We will be able to fully service all your investment needs with no interruption.

We request that any contribution checks be mailed directly to TD Ameritrade (address listed below). Please be sure to notate your account number on the check.
TD Ameritrade
PO BOX 650567
Dallas, TX 75265-0567

Rest assured that we will continue to monitor your investments and market conditions on an ongoing basis with no interruption. Should you have any questions or concerns please feel free to contact us.

We will navigate this crisis as best we can, coming together and making shared sacrifices. We hope that we can help to slow down the effect of this virus together and solve this swiftly. We also wish everyone well and would like to extend our gratitude for your patience during these trying times. Continue to watch for updates from us.