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Marital Financial Planning Insights

Mariella Foley

Partner

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

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

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

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

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

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Dustin Ribergaard

Principal & Client Experience Director

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Stephanie Bellisario

Principal & Client Experience Director

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Dustin Ribergaard

Principal & Client Experience Director

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Here are some valuable insights to read before your meeting

James Lebenthal

Partner & Chief Market Strategist

Economic and Market Outlooks

Video: August 2026 Economic and Market Outlook

August 4, 2026 - In our August outlook, Partner and Chief Market Strategist Jim Lebenthal walks through why our view of the market remains positive despite key risks. We…

Individuals and Families

California’s 2026 Billionaire Tax: What Ultra-High-Net-Worth Families Need to Know—and Strategies You Can Still Use

August 11, 2026 - California has placed a one-time wealth tax before its voters. If you have a net worth approaching or exceeding $1 billion and any connection to…

James Lebenthal and Amita Schultes

Economic and Market Outlooks

Webinar Recording: Q3 2026 Market & Economic Outlook

July 24, 2026 - Join our Investment Office as they review key market trends from the second quarter and share their outlook for the remainder of the year. This…

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