Marital Financial Planning Splitting Retirement Accounts in Divorce January 7, 2023 - When going through a divorce, the process of dividing assets can be a frustrating and confusing one. Retirement assets are an important issue in any divorce… Mariella Foley, Partner
Marital Financial Planning Dividing Retirement Assets in Divorce With a Qualified Domestic Relations Order January 4, 2023 - Retirement assets are an important issue in any divorce proceeding. After the marital home, retirement assets often represent the largest category of marital assets to… Mariella Foley, Partner
Marital Financial Planning Top 7 Financial To-Dos After a Divorce December 22, 2022 - You've just signed your divorce papers, and you're now ready to put all the stress of the long and complicated process behind you. What should… Mariella Foley, Partner
Marital Financial Planning Staying in the Marital Home After Divorce: Emotions vs. Economics December 10, 2022 - As someone contemplates divorce, one of the most common concerns, after custody of the children, is whether either spouse will be able to continue living… Mariella Foley, Partner
Marital Financial Planning Getting Divorced? Make Sure You Ask the Right Questions December 1, 2022 - Selecting the right lawyer can be one of the most important decisions you make in the divorce process. In this situation, you need to know… Mariella Foley, Partner
Estate Planning Integrating Opportunity Zone Investments and Estate Planning February 20, 2026 - As part of the Opportunity Zone program, Qualified Opportunity Funds can provide significant financial and tax benefits. At the same time, owners of these funds…
Cerity Partners Welcomes Verus Investments, Expanding Its Offering to Institutional and Wealth Clients February 11, 2026 - Cerity Partners announced a merger with Verus Investments, a leading institutional investment consulting firm with approximately $1.2 trillion in client assets. The combined firm will…
Economic and Market Outlooks Video: February 2026 Economic and Market Outlook February 3, 2026 - With January in the rearview mirror, Partner and Chief Markets Strategist Jim Lebenthal weighs the influence of positive market and economic forces, such as stimulus…